Minerva Planning Group
Assets Under Management
$198.2M
Number of Clients
117
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$66.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Minerva Planning Group offers customized investment advisory solutions and financial planning services to individuals, high net worth individuals, trusts, and estates. They construct portfolios using low-cost, diversified mutual funds and ETFs, primarily utilizing Dimensional Fund Advisors (DFA) funds. Financial planning services cover investment, retirement, education savings, and charitable giving.
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location
315 W. Ponce De Leon Avenue, Suite 915, Decatur, GA, 30030
