Minerva Planning Group provides customized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, and other investment advisors. Founded in 1987 and registered as an investment advisor in 2003, the firm operates as a fiduciary, legally required to act in your best interest. Minerva Planning Group focuses on long-term investment strategies, primarily constructing portfolios using low-cost, diversified mutual funds and exchange-traded funds, with a particular emphasis on Dimensional Fund Advisors funds. The firm builds portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. In addition to managing investments, Minerva Planning Group offers financial planning services covering areas such as retirement planning, personal savings, and education funding. The firm generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the firm. Client fees take into consideration aggregate assets under management.
