Manifest is a business-to-business-to-consumer FinTech startup that helps users consolidate retirement accounts. Manifest offers a web application that guides users through the retirement account transfer process. Manifest charges a per-transaction or lump sum fee to Clients for its services to Participants. Manifest does not manage any assets.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

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.

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Location

1 Advisors at this firm