Managed Wealth Advisors is a registered investment advisor that manages investment portfolios for individuals. They use a tactical asset allocation strategy, selecting stocks and closed-end mutual funds, and may use options strategies like covered calls and cash-secured puts. Managed Wealth Advisors works with clients to determine their investment objectives and risk tolerance. They recommend Charles Schwab as custodian but clients can choose their own.
Assets Under Management$37M
Clients39
Advisors2
Avg. per Client$960K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee structure can be negotiated at the time of entering the agreement; however, fees cannot be waived or reduced due to underperformance of the Portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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