Muhlenkamp & Company manages investment portfolios and provides personalized financial planning services for individuals, families, trusts, and other clients. Founded in 1978 and based in Wexford, Pennsylvania, Muhlenkamp & Company focuses on an all-cap value investment strategy, seeking out profitable companies selling at attractive prices. Investment management is handled on a discretionary basis, meaning Muhlenkamp & Company makes day-to-day trading decisions on behalf of clients according to agreed-upon guidelines. Standalone financial planning is also available on an hourly basis, covering areas such as retirement planning, estate planning, tax strategies, and insurance evaluations. The firm emphasizes long-term value, regular portfolio monitoring, and diversification.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable based on account size, asset complexity, and overall relationship.