INVESTMENT MANAGEMENT

“A good definition of an investing genius is the man
or woman who can do the average thing when all
those around them are going crazy.”

- Morgan Housel

__________________________

INVESTMENT MANAGEMENT

“A good definition of an investing genius is the man
or woman who can do the average thing when all
those around them are going crazy.”

- Morgan Housel

__________________________

Before worrying about investing, we take the time to get to know you and understand your goals, your family’s longevity, and your tolerance and desire for risk.

We then use this information to build a portfolio that is:

Tax efficient

Low-cost

Globally diversified

Tied to your financial goals

Accounts are monitored and rebalanced periodically, especially focusing on opportunities such as tax loss harvesting and periods of high volatility.

PRICING

Our ongoing planning services include assets under management up to $5 million. Above $5 million may result in a higher fixed fee.

Compared to the typical financial advisor that charges a percentage of assets under management, this can save you thousands of dollars per year.

For example, an average independent advisor might charge 0.85% to manage your $3 million investment portfolio, which is $25,500 per year.  At Manuka Financial, our fee would be $10,600 annually, a savings of $14,900 per year.

In addition, we limit the number of clients we work with, making sure we always have you and your family top of mind.

Note: Average AUM fees by asset level from 2020 Kitces.com study.

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READY TO
GET STARTED?

SCHEDULE A CONSULTATION