Morangie Management provides wealth management services to high-net-worth individuals and families. This includes investment management, where they create a portfolio strategy based on your goals and risk tolerance, and financial planning services covering areas like retirement and education savings. Morangie Management may recommend unaffiliated investment managers for a portion of your portfolio.
Assets Under Management$580M
Clients20
AdvisorsN/A
Avg. per Client$29M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$35M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable based on the scope and complexity of services, level of assets, and overall relationship. Clients may incur additional fees from Independent Managers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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