Manrke Wealth, operating under Inukshuk Capital Management Inc., offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority, primarily using exchange traded funds, mutual funds and fixed income securities. Financial planning is included as part of portfolio management at no additional cost, covering areas like retirement, education, and tax planning.
Assets Under Management$120M
Clients69
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $7.0M | 1.25% |
| $7M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...