Munn Wealth Management, LLC offers private wealth management services, including personalized asset management and financial planning, to individuals, trusts, foundations, and corporations. Founded in 2002 and based in Maumee, Ohio, the firm is owned by Darren Munn and David Munn. Munn Wealth Management primarily allocates client assets into proprietary model investment strategies managed by its affiliate, Camelot Portfolios, LLC. Clients complete an investor profile and risk tolerance questionnaire to determine an appropriate asset allocation, which can be managed on a discretionary or non-discretionary basis. In addition to investment advisory services, Munn Wealth Management provides financial planning, and its affiliate Munn Tax Services offers tax preparation. The firm utilizes independent custodians such as Fidelity, Goldman Sachs, Interactive Brokers, and TradePMR to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and generally range from 0.50% to a maximum of 2.00%. Fees are separate from and in addition to any fees payable to other managers, including Camelot Portfolios LLC.