Manuka Financial manages investment portfolios and provides financial planning services. They offer ongoing comprehensive financial planning for a quarterly fee and project-based financial planning for a fixed fee. Manuka Financial primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds. They work with clients to determine their risk tolerance and investment needs.
Assets Under Management$220M
Clients56
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Manuka Financial includes investment management services as part of their ongoing comprehensive financial planning fee. There is no additional investment management fee charged.
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