Manhattan Wealth Management Group (MWMG) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. MWMG creates an Investment Policy Statement for each client. MWMG may also choose third-party investment advisors to manage client assets. MWMG also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.30% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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