Janel Manella is a CFP-designated registered investment advisor at Co-Missions Financial Planning, based in Cherry Hill, NJ, with 17 years of industry experience. Janel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17 clients with $2.3M 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 | 1.15% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees may be negotiable. There is also a bifurcated fee schedule for investment advisory services which must include a financial planning services agreement. The rates are: $0 to $500,000: 0.90%, Next $500,000: 0.75%, Next $1,000,000: 0.60%, Next $3,000,000: 0.45%, Next $5,000,000: 0.20%, Over $10,000,000: 0.20%
Fee Estimator
Location
Cherry Hill, NJ
Get directionsHistory
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 →Employment History
Current Registrations
Co-Missions Financial Planning
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.