Manektala Investment Advisory Services offers investment management on a discretionary or non-discretionary basis, and financial planning services including full financial plans and consultation services. Investment strategies are tailored to individual client goals and objectives. Manektala Investment Advisory Services also provides limited scope advice to retirement plans.
Assets Under Management$4.5M
Clients6
Advisors1
Avg. per Client$750K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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