Mann Advisory Services offers financial planning and investment management. Financial planning, called "Check-Up" services, creates a written plan covering investments, retirement, insurance, taxes, and education. Asset management, called "Wellness" services, provides ongoing supervision of your accounts. Mann Advisory Services does not participate in wrap fee programs.
Assets Under Management$3M
Clients12
Advisors2
Avg. per Client$250K
Avg. per Advisor$1.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable and may be lower than the standard schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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