Muhlenkamp & Co. Review


Trust Score 97%
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Muhlenkamp & Co., federally registered in 1981, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Muhlenkamp & Co. manages $300.6 million and provides investment advisory services for 68 clients (1:14 advisor/client ratio).

Muhlenkamp & Co. requires a $100,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 14 clients (industry average 1:50)
  • Firm has been federally registered for 37 years

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $1,000
Average Account AUM $4,419,911
Hybrid Advisor No
Disciplinary History No
Total AUM $300.6 million
Advisor / Client Ratio 1:14
Headquarters Wexford, PA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $30,000,000 0.50%
$30,000,001+ Negotiable


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