About CHARLES MANNING & ASSOCIATES, INC.
CHARLES MANNING & ASSOCIATES, INC. is a trusted financial advisory firm that has been in the industry for over 20 years. The firm is committed to helping clients achieve their financial goals through personalized strategies and expert guidance.
How does the advisor help clients – Key Takeaways:
- Customized financial planning to fit individual needs and goals.
- Expertise in various financial services, including investment management and retirement planning.
- Dedicated and personalized attention to each client’s unique financial situation.
- Strong focus on building long-term relationships with clients.
Facts and Insights
As of December 2020, CHARLES MANNING & ASSOCIATES, INC. has approximately $100 million in assets under management. The firm is currently staffed with 10 experienced advisors who are all committed to providing top-notch financial guidance and advice.
The firm’s success is reflected in their 20+ years of experience in the financial industry, during which they have helped numerous clients reach their financial goals and build a strong financial future for themselves and their families.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20+ years |
Financial Services Offered
CHARLES MANNING & ASSOCIATES, INC. offers a wide range of financial services to help clients meet their unique financial goals and needs. Some of the services offered by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
The firm works with a diverse range of clients, including but not limited to:
- Individuals
- Families
- Business owners
- Retirees
- Trusts
- And more
Fees & Compensation
CHARLES MANNING & ASSOCIATES, INC. is a fee-based advisory firm. This means that the firm charges a percentage of the assets under management as clients’ fees. This compensation structure ensures that the firm’s interests are aligned with their clients’ as they strive to grow their clients’ assets.
Background
The founder and President of CHARLES MANNING & ASSOCIATES, INC., Charles Manning, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and is dedicated to providing expert financial advice to his clients. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, CHARLES MANNING & ASSOCIATES, INC. is required to disclose any potential conflicts of interest to their clients. Clients can view these disclosures on the firm’s Form ADV which is available on the Securities and Exchange Commission’s (SEC) website. The firm is committed to maintaining transparency and acting in the best interest of their clients.
In conclusion, CHARLES MANNING & ASSOCIATES, INC. is a reputable and experienced financial advisory firm that is dedicated to helping clients reach their financial goals. With a team of experienced advisors and a wide range of financial services, the firm is well-equipped to provide personalized and expert guidance to clients from all backgrounds.