V. M. Manning & Co. offers investment advisory services, primarily traditional money management. The firm manages individual accounts, buying and selling securities to meet client goals. They mainly use stocks, bonds, and money market funds. While customization is limited, clients can request restrictions on certain investments. V. M. Manning & Co. emphasizes close client relationships and superior service.
Assets Under Management$130M
Clients75
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Typical fee is between 1.00% and 1.50% annually. The fee is negotiable but will not be higher than 3% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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