Muhlenkamp & Company offers personalized financial planning and investment management services. Financial planning covers retirement, estate, education, income, and tax planning. Investment management is provided on a discretionary basis, where Muhlenkamp decides which securities to buy or sell. They construct portfolios using stocks, bonds, mutual funds, and ETFs. Muhlenkamp also manages the Muhlenkamp Fund.
Assets Under Management$440M
Clients69
Advisors3
Avg. per Client$6.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable and may be higher or lower based on the nature of the account. Fees may be 'householded'.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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