Charles Manning
Charles Manning is a registered investment advisor at Charles Manning & Associates, INC., based in Bala Cynwyd, PA, with 30 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
These rates apply to equity portfolios. Balanced portfolios have lower rates (0.9375%, 0.75%, 0.5625%, 0.375%), and income portfolios have the lowest rates (0.625%, 0.5%, 0.375%, 0.25%). Fees are strictly non-negotiable, except for related family accounts.
Fee Estimator
Location
Two Bala Plaza, Suite 300, Bala Cynwyd, PA, 19004-1501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles has an ownership interest in U.S. Power & Light, Inc., a developmental energy business, since 1996. He spends minimal time managing this non-investment-related business, usually after market hours.
Employment History
Current Registrations
Charles Manning & Associates, INC.
State Registrations2 states
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