Charles Manning & Associates provides investment supervisory services and portfolio management tailored to individual client needs, risk tolerances, and investment objectives. Founded in 1995 and based in Bala Cynwyd, Pennsylvania, the firm offers core equity portfolios focusing on larger-capitalization, financially sound industry leaders, as well as balanced portfolios combining equities and fixed-income securities, and municipal bond portfolios for tax-free income. Charles Manning & Associates operates on both a fully discretionary and non-discretionary basis, constructing portfolios designed for long-term capital appreciation and dividend income while avoiding market timing and complex derivatives. The firm serves various clients including individuals, retirement accounts, trusts, estates, and pension plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Rates shown are for equity portfolios. Balanced portfolios have lower rates (starting at 0.9375%) and income portfolios have lower rates still (starting at 0.625%). Fees are strictly non-negotiable except for related family accounts.