Mannion Money Advisory provides financial planning, ad hoc consulting, and investment management. They help clients define financial objectives and create strategic recommendations. Their process includes understanding client circumstances, analyzing finances, and providing actionable steps. They design and execute investment strategies consistent with long-term client goals and monitor portfolios, reallocating as needed. They primarily use exchange-traded funds (ETFs).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The discount mechanism references the 30-Day Average Secured Overnight Financing Rate (SOFR) as of the final day of the billing month and the cumulative number of calendar years in which the client has made qualifying deposits to discretionary portfolios managed by the Firm—qualified as net deposits greater than or equal to the combined annual contribution limits of tax-advantaged accounts relevant to the client’s objectives for those respective years. The resulting discount factor varies monthly, while the effective annualized portfolio management rate is always capped at a maximum of 1%.