Todd Mann Financial Services offers ongoing portfolio management services based on individual client goals, risk tolerance, and time horizon. They offer different service tiers with varying investment options and financial planning inclusions. They also provide financial planning services covering investment planning, tax concerns, retirement planning, college planning, and debt/credit planning to individuals, families, and business owners. T. Mann Financial may direct clients to third-party investment advisors and is compensated via a fee share from the advisors to which it directs those clients.
Fee Structure
T. Mann Financial offers ongoing portfolio management services through Growth, Bronze, Silver, or Gold Plans. Each plan has a different annual fee:
- Growth: 0.45%
- Bronze: 0.90%
- Silver: 1.20%
- Gold: 1.50%
Bronze, Silver, and Gold plans require a $500,000 minimum investment. New accounts must meet the minimum new account balance of $500,000 to receive complimentary financial planning. The minimum may be negotiated or waived by T. Mann Financial in its discretion.