Anthony J. Mancini (AJM) offers investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. AJM is a sole proprietorship. AJM's services include helping clients with their investments.
Assets Under Management$6M
Clients10
Advisors1
Avg. per Client$600K
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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