Manna Wealth Strategies provides financial planning, retirement planning, and portfolio management services. For portfolio management, Manna Wealth Strategies creates customized portfolios, sometimes using sub-advisers. They work with you to understand your investment goals and risk tolerance. Manna Wealth Strategies may recommend a sub-adviser to manage your assets, and will monitor the sub-adviser's performance.
Assets Under Management$12M
Clients50
Advisors1
Avg. per Client$240K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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