Mauney-Pitt Financial Management provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Mauney-Pitt creates customized investment strategies using mutual funds, exchange-traded funds, and individual securities. They also offer retirement plan advisory services to plan sponsors.
Fee Structure
Mauney-Pitt charges a fee based on the value of your investments, up to 1.50% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with the firm. Fees are paid in advance each quarter. Mauney-Pitt may recommend independent managers, and the total fee, including their fee and the independent manager's fee, will not exceed 2.00% annually.