Meenes Wealth Partners provides financial planning and investment advice to individuals and families. The firm operates on a flat-fee-only basis, meaning it doesn't accept commissions or compensation from sources other than clients. Meenes Wealth seeks to avoid conflicts of interest and sells no investment products.
Assets Under Management$38M
Clients16
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Meenes Wealth Partners offers investment management as part of its retainer-based financial advisory agreement. Clients are contacted to discuss investment decisions, and no transactions are carried out without their approval. The firm manages client assets on a non-discretionary basis. Investment management is integrated into the flat-fee retainer.
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