Maynerich Financial offers portfolio management, investment analysis, and financial planning services to individuals and high net worth individuals. They create investment plans based on client goals, time horizon, and risk tolerance. Financial planning covers areas like retirement, social security, debt, insurance, and tax planning. Maynerich Financial may also recommend investments in digital currency products.
Assets Under Management$100M
Clients445
Advisors2
Avg. per Client$240K
Avg. per Advisor$52M
www.richinwisdom.com ·www.linkedin.com/in/andrew-maynerich-56698195 ·www.facebook.com/profile.php?id=100015200341423
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1M+ | 0.90% |
Fees are negotiable. Accounts may be aggregated at the household level to determine blended pricing.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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