Manetta Wealth Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's financial situation. Manetta Wealth requires authority to make trades without asking for permission each time. They primarily invest in fixed income and equities, but may use other securities to diversify portfolios.
Assets Under Management$70M
Clients21
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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