Manhattan West Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Manhattan West Asset Management (MWAM) offers investment advisory services to individuals and institutions. As a fiduciary, MWAM acts in the client's best interest by understanding their investment objectives and educating them about MWAM's process. Services include financial planning, consulting, retirement plan consulting, and access to pooled investment vehicles. MWAM also provides investment advice on digital assets. Clients may place reasonable restrictions on investments.

Assets Under Management$1B
Clients384
Advisors11
Avg. per Client$2.6M
Avg. per Advisor$92M

Fee Structure

Minimum Investment:$3M

Non-Wrap accounts are charged a fee by Manhattan West Asset Management that ranges from 0.25% to 2%. The ultimate fee charged on Non-Wrap accounts is subject to MWAM’s discretion, and different Non-Wrap accounts pay different fees based on the complexity of managing the account and the amount under management.

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Location

11 Advisors at this firm

Manhattan West Asset Management, LLC | TrueAdvisor