Paul Manners & Associates manages investment portfolios for individuals, pension plans, charitable foundations, and trusts. The firm's main service is managing long-only portfolios where they have the authority to make investment decisions. They assess client goals and risk tolerance, create investment plans, execute trades, manage portfolios, provide quarterly reports, and review portfolios with clients at least annually.
Assets Under Management$350M
Clients192
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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