Manske Wealth Management provides comprehensive financial planning, consulting, and wealth management services to individuals, trusts, estates, and business entities. Manske Wealth Management tailors its approach to each client by evaluating goals, risk tolerance, and time horizons. The firm primarily builds portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and occasionally independent third-party managers. In addition to ongoing portfolio oversight, Manske Wealth Management offers standalone financial planning covering retirement, education funding, debt management, and general goal setting. Some team members are also licensed to offer brokerage services and mutual funds through an independent broker-dealer, creating a potential conflict of interest when commissions are earned.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee varies up to 1.0% depending on portfolio size and services. Fees are negotiable based on factors such as anticipated future earnings, account composition, and pre-existing client status.