Manent Capital manages investment portfolios and offers financial planning services, including project-based planning, VIP Day planning, and ongoing planning. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. For investment management, Manent Capital may use third-party managers or XY Investment Solutions as a sub-advisor.
Assets Under Management$82M
Clients25
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable in rare occasions depending on the client's needs and complexity of the situation. Ongoing financial planning is included without an additional fee for clients with $500,000 or more in assets with Manent Capital.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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