Manhattan Wealth Management Group offers ongoing portfolio management, comprehensive financial planning, and retirement plan services. The firm designs investment strategies based on modern portfolio theory, utilizing asset allocation, diversification, and periodic rebalancing. Clients can choose between discretionary management—where the firm makes trades on their behalf—and non-discretionary management. In addition to traditional asset management, Manhattan Wealth Management Group provides guidance on alternative investments, variable annuities, 529 plans, and securities-backed lending. The firm works with individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. Advisory services are delivered through individual investment adviser representatives, some of whom maintain separate affiliations with broker-dealers or insurance companies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
The schedule states maximum annual fees; specific fees are negotiated between the client and the investment adviser representative. Accounts may be householded where permitted.