McMannis Wealth offers portfolio management services based on individual client goals and risk tolerance, constructing a plan to select a suitable portfolio. They offer two service structures: Wealth Accumulation Target (WAT), a lower-cost option using technology, and Strategically Personalized Framework (SPF), focused on complex situations and retirement risk mitigation. Financial planning is offered as a traditional service to portfolio management clients or as a Financial Coaching Subscription Service with educational materials and advice on life decisions, but no investment recommendations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
This is the fee schedule for the Wealth Accumulation Target (WAT) service. The Strategically Personalized Framework (SPF) service charges 0.35% on assets in a Treasury Bond Ladder and 1.00% on remaining assets. The final fee is negotiable.