Munifi offers automated investment solutions tailored to individual client characteristics like age, risk tolerance, income, and assets. Munifi's investment advisory personnel oversee the algorithm but may not monitor each client’s account. Munifi generally limits its investment advice to mutual funds, fixed income securities and ETFs, although Munifi primarily recommends municipal bonds.
Assets Under Management$20K
Clients2
Advisors1
Avg. per Client$10K
Avg. per Advisor$20K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.40% |
| $50K - $100K | 0.30% |
| $100K - $250K | 0.25% |
| $250K - $500K | 0.20% |
| $500K+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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