Maner Wealth is a registered investment advisor based in Lansing, Michigan, offering portfolio management, financial planning, and retirement plan services. The firm builds customized investment portfolios primarily using exchange-traded funds and mutual funds, often utilizing third-party subadvisors and model portfolios. For investment management, Maner Wealth operates on both a discretionary and non-discretionary basis. In addition to managing investments, the firm provides financial planning covering areas such as retirement, taxes, education, and real estate, available through fixed, hourly, or monthly fee arrangements. Maner Wealth serves individuals, high-net-worth individuals, retirement plans, and corporate clients, with leadership having affiliations with related accounting and tax services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.15% to 1.5% annually, subject to a minimum annual fee of $5,000. Fees are negotiable.