Manzanita Wealth Management offers investment management and financial planning services. They develop investment plans based on your goals and risk tolerance. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Manzanita Wealth Management is a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$3.1M
Clients9
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Schedule is for the Passive Income Portfolio only, which requires a $250,000 minimum and is only available in taxable accounts. The Core Portfolio has a flat fee of 0.25% on all assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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