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About Manning Wealth Management, Inc.
Manning Wealth Management, Inc. is a premier financial advisory firm that provides personalized, comprehensive wealth management services to clients. With a team of experienced and knowledgeable advisors, they help individuals, families, and businesses achieve their financial goals and plan for a secure future. Founded in 2005, Manning Wealth Management, Inc. has built a reputation for excellence and expertise in the financial industry.
How Does the Advisor Help Clients – Key Takeaways:
- Personalized, comprehensive wealth management services
- Experienced and knowledgeable team of advisors
- Helping clients achieve financial goals and plan for a secure future
- Reputation for excellence and expertise in the financial industry
Facts and Insights:
Manning Wealth Management, Inc. believes in transparency and providing clients with all the information they need to make informed financial decisions. Here are some key facts and insights about the firm:
- Founded in 2005
- Premier financial advisory firm
- Personalized and comprehensive services
- Experienced and knowledgeable team of advisors
- Committed to helping clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
*Numbers are based on publicly available information as of 2021.
Financial Services Offered:
Manning Wealth Management, Inc. offers a wide range of financial services to meet the diverse needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Business planning
Client Types:
Manning Wealth Management, Inc. serves a variety of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Corporate executives
Fees & Compensation:
Manning Wealth Management, Inc. charges fees based on a percentage of assets under management, with additional fees for certain services. The firm is committed to transparency and will fully disclose all fees and compensation to clients before any services are provided.
Background:
The team at Manning Wealth Management, Inc. is made up of experienced and knowledgeable financial advisors who hold various certifications and licenses in the industry. The firm is also affiliated with reputable organizations such as the Certified Financial Planner (CFP) Board and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know:
Manning Wealth Management, Inc. believes in full transparency and ethical practices. As such, they want clients to be aware of any potential conflicts of interest or disciplinary history of their team members. Clients can access this information on the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) websites.