Charles Manning & Associates, Inc. offers investment supervisory services, including developing investment strategies, portfolio construction, and quarterly performance reviews. They manage equity portfolios focused on high-quality, domestically traded stocks, balanced portfolios combining equity and fixed income, and tax-free municipal bond portfolios. The firm manages accounts on a discretionary or consultative basis, tailoring portfolios to client needs and objectives.
Assets Under Management$70M
Clients19
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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