Manske Wealth Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Manske Wealth Management (MWM) offers financial planning, consulting, and investment management. Financial planning covers retirement, education, and debt management. Wealth management includes financial planning and managing investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers. MWM works with clients to determine their risk tolerance and investment needs. Clients can place reasonable restrictions on their accounts.

Assets Under Management$610M
Clients478
Advisors10
Avg. per Client$1.3M
Avg. per Advisor$61M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500

Manske Wealth Management provides wealth management services for an annual fee based on a percentage of the value of your investments. The annual fee can be up to 1.0%, depending on the amount you invest and the services you need. The fee is charged quarterly. Manske Wealth Management may negotiate a lower fee based on certain criteria.

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Location

10 Advisors at this firm

Manske Wealth Management, LLC | TrueAdvisor