Paul Manners & Associates manages investment portfolios on behalf of individuals, families, charitable foundations, trusts, and pension plans. The registered investment advisor builds tailored portfolios consisting primarily of individual stocks and bonds, utilizing an actively managed strategy focused on growth at a reasonable price and broad diversification with low turnover. Led by senior professionals, Paul Manners & Associates assesses each client's goals and risk tolerance, creates a customized investment plan, executes trades using discretionary authority, provides quarterly reporting, and reviews the portfolio at least annually. The firm recommends Charles Schwab & Co. as the custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are 1.00% annually up to $5,000,000 and are negotiable on assets exceeding $5,000,000.