Manning Financial Advisors provides specialized financial planning focused on real estate-based securities for high-net-worth accredited investors. Manning Financial Advisors helps clients with concentrated investment property holdings reallocate their assets, specifically analyzing and recommending replacement properties for Section 1031 exchanges and real estate investment trusts for Section 721 UPREIT transactions. The firm uses a strategic asset allocation approach to incrementally reduce risk and increase income by shifting real estate holdings into conservative, fixed-income alternatives, such as long-term net-leased portfolios backed by investment-grade credit tenants. Manning Financial Advisors does not manage traded securities portfolios or provide asset management services, operating strictly on a project or plan basis.
Fee Structure
- First 1031 Exchange Financial Plan — $10,000, which includes ongoing monitoring and updating for a period of one year
- Subsequent 1031 Exchange Financial Plan — $5,000 per additional plan, including ongoing monitoring and updates for one year