Co-Missions is a registered investment advisor founded in 2017 and based in Cherry Hill, New Jersey. The firm is owned and operated by Janel Pursell Manella and offers personalized financial planning and investment management services. Co-Missions acts legally in your best interest and does not collect commissions or hold client funds directly. The firm helps clients navigate complex financial decisions, including retirement planning, cash flow management, tax strategies, insurance reviews, education funding, business planning, and estate planning coordination. Co-Missions constructs customized investment portfolios tailored to each client's risk tolerance, goals, and personal values, such as environmental, social, and governance preferences. Clients can work with Co-Missions for standalone financial planning, ongoing planning subscriptions, or investment management that can be combined with a comprehensive financial planning agreement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Rates shown are for investment management without a financial planning agreement. A discounted bifurcated schedule is available when combined with a financial planning agreement (ranging from 0.90% down to 0.20%). Fees may be negotiable.