Maner Wealth offers investment management services using mutual funds, stocks, and bonds, tailored to your goals and risk tolerance. They also offer financial planning services covering retirement, college, and tax planning, with fees based on fixed, hourly, or monthly arrangements. Maner Wealth may use third-party subadvisors and model portfolios. They also offer a turnkey retirement plan platform for qualified retirement plan sponsors.
Assets Under Management$250M
Clients706
Advisors3
Avg. per Client$350K
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.15% - 1.5% annually. There is a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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