Managed Financial provides investment management services on a discretionary basis, creating customized mutual fund portfolios, 401(k) portfolios, and asset allocation programs based on each client’s specific objectives. The firm invests solely in mutual funds and fixed and variable annuity products. An investment committee makes decisions regarding asset allocations within fund families on at least a monthly basis.
Assets Under Management$57M
Clients358
Advisors7
Avg. per Client$160K
Avg. per Advisor$8.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.65% |
All fees are subject to negotiation. Different fee schedule applies to ERISA plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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