Maney Wealth offers investment advice and financial planning to individuals, trusts, estates, pension plans, and businesses. Investment advisory includes creating and managing portfolios with various securities, along with ongoing planning and analysis. Financial planning covers cash flow, retirement, tax, and estate considerations. Maney Wealth may provide access to third-party estate planning platforms but does not provide legal advice.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Minimum annual advisory fee of $10,000. Fees may be adjusted at the firm’s discretion in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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