Mench Financial offers ongoing investment management using model portfolios tailored to different investment goals. They work with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Mench Financial manages accounts on a discretionary basis, reviewing portfolios monthly and rebalancing annually. They invest in exchange-listed securities, over-the-counter securities, corporate debt, and U.S. government securities.
Fee Structure
Mench Financial manages investments using model portfolios. The annual fee ranges from 0.10% to 1.00% of the value of your portfolio. You'll be invoiced at the end of each calendar quarter. A minimum of $50,000 is required to use this service, but this may be negotiable.