Munn Wealth Management provides investment advice, financial planning, and tax preparation services to individuals, trusts, foundations, and corporations. For investment management, Munn Wealth Management typically uses proprietary investment models designed, implemented, and monitored by its affiliate, Camelot Portfolios. Clients can engage Munn Wealth Management on a discretionary or non-discretionary basis.
Fee Structure
Munn Wealth Management's investment management fees are negotiable but generally range from 0.50% to a maximum of 2.00% of the value of your portfolio per year. This fee is in addition to any fees payable to other managers, including Camelot Portfolios. Fees are typically debited directly from your account on a quarterly or monthly basis, depending on the custodian.