Janet Gerlings is a CFP-designated registered investment advisor at Mana Financial Life Design, based in Glendale, CA, with 9 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 126 clients with $67M 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 $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Schedule applies when clients use both Financial Life Design and Investment Management Services. Fees are negotiable. For clients using Investment Management only, the annual fee is 1.00%.
Fee Estimator
Location
Glendale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mana Financial Life Design
Previous Registrations
Foothills Financial Planning & Wealth Management, LLC
State Registrations1 state
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