Menzel Asset Management is a registered investment adviser based in Philadelphia, Pennsylvania, founded and solely owned by Jackson Menzel. The firm specializes in actively managed growth investing, strategic asset allocations, and general investment advice for individuals and high-net-worth individuals. Menzel Asset Management focuses on fundamental analysis to select high-quality equities for long-term capital appreciation, while also offering asset allocation and index fund strategies to meet various financial goals. Clients can choose between asset-based management fees or performance-based fees (for qualified clients), alongside pre-quoted hourly rates for specific asset allocation services. The firm operates with no account minimums and requires the use of a qualified custodian for trade execution.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
First year fee is 1.0%, subsequent years are 1.5%. Qualified clients may alternatively choose a 10% performance-based fee on gains above a high water mark. All fees are negotiable.