Manzella Financial (operating as 30,000 Ft Wealth Management) is a registered investment advisor located in Sterling Heights, Michigan. Founded and led by Jeffrey Manzella, the firm has placed its operations into dormancy and is not currently soliciting or offering advisory services. When active, 30,000 Ft Wealth Management offers customized investment management on a discretionary or non-discretionary basis, utilizing tactical allocation strategies across various securities. The firm also provides continuous financial planning services covering retirement goals, tax optimization, cash flow budgeting, estate planning, and asset protection. Additionally, the firm offers qualified retirement plan consulting services for plan sponsors. In terms of compensation, 30,000 Ft Wealth Management charges percentage-of-portfolio fees through a bundled fee program covering both advisory and trading costs, as well as fixed fees for comprehensive financial planning. The firm maintains relationships with external broker-dealers and custodians such as Charles Schwab & Co., Inc. and Osaic Wealth, Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are calculated on a blended tier schedule and are negotiable. At its discretion, the firm may charge a flat management fee not to exceed 2.0% per annum.