Mann Financial Group

Fee-Only (% of Portfolio)

Mann Financial Group offers non-discretionary pension consulting services to pension and profit sharing plans. They review the plan's investment objectives, risk tolerance, and goals, and work with third parties to establish an investment policy statement and deploy investment options. Mann Financial Group also provides reports and recommendations to assist the plan in monitoring investments. They may also provide services related to plan governance, participant education, and review of other service providers.

Assets Under Management$400M
Clients597
Advisors2
Avg. per Client$660K
Avg. per Advisor$200M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...
Location

2 Advisors at this firm

Mann Financial Group | TrueAdvisor