Maranantha Financial (MF) manages investment portfolios and offers financial planning services to individuals, high net-worth individuals, charitable organizations, and businesses. MF provides continuous investment advice based on individual client needs, managing portfolios on a discretionary basis. They also offer financial planning on topics such as retirement, risk management, college savings, and estate planning.
Assets Under Management$7M
Clients55
Advisors1
Avg. per Client$130K
Avg. per Advisor$7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $150K | 0.85% |
| $150K - $300K | 0.75% |
| $300K - $550K | 0.60% |
| $550K - $1.1M | 0.50% |
| $1.1M+ | 0.50% |
Fees negotiable for accounts over $1,050,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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