Charles Manih is a CFA-designated registered investment advisor at Xpand Investment LLC, based in Weehawken, NJ, with 3 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 7 clients with $1M 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 $50K | 1.20% |
| $50K - $100K | 1.10% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fee Estimator
Location
Weehawken, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Xpand Investment LLC
State Registrations1 state
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