Minerva Wealth Advisory provides financial planning and investment advice to individuals and families. Minerva's services cover budgeting, retirement planning, tax planning, estate planning, investments, insurance, education planning, and employee benefits. Minerva can manage specific accounts on a discretionary or non-discretionary basis and may employ outside advisors to assist in management.
Assets Under Management$59M
Clients26
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Advisory fees can be discounted at the discretion of Minerva Wealth Advisory and with the agreement of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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