Mann Financial Consulting Services (MFCS) provides portfolio management based on individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. MFCS provides tax preparation services. MFCS primarily recommends ETFs, mutual funds, equities and bonds.
Assets Under Management$1.1M
Clients132
Advisors1
Avg. per Client$8.6K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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