Manhattan West Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Manhattan West Asset Management provides comprehensive investment management, financial planning, and consulting services to individuals, families, and institutional clients. Manhattan West Asset Management builds customized investment portfolios tailored to each client's specific financial goals, time horizon, and comfort with risk. Beyond traditional portfolio management, Manhattan West Asset Management offers specialized consulting in areas such as retirement planning, estate planning, tax strategies, business management, real estate analysis, and digital assets. The firm also manages affiliated private funds focusing on venture capital, private equity, real estate, and private debt for qualified clients. Manhattan West Asset Management operates as a registered investment advisor legally required to act in your best interest.

Assets Under Management$1.2B
Clients383
Advisors10
Avg. per Client$3M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-wrap account fees range from 0.25% to 2% annually, depending on account complexity and asset size. Fees are subject to the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Advisors at this firm