Paul Manners & Associates Review


Trust Score 96%
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Paul Manners & Associates, federally registered in 1979, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Paul Manners & Associates manages $285.1 million and provides investment advisory services for 283 clients (1:142 advisor/client ratio).

Paul Manners & Associates requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 39 years

Considerations


  • There is only one licensed advisor for every 142 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,007,517
Hybrid Advisor No
Disciplinary History No
Total AUM $285.1 million
Advisor / Client Ratio 1:142
Headquarters Atlanta, GA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.75%
$5,000,001+ 0.50%


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