Charles Manning & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and consultative investment supervisory services to individuals, retirement and taxable accounts, trusts and estates, and a range of institutional clients. Services include separately managed Core Equity, Balanced and tax‑free Municipal Bond portfolios and quarterly performance reviews.
The investment approach emphasizes domestic, larger‑capitalization common stocks and ADRs with a three‑to‑five year (or longer) horizon, low turnover, and a policy of not using derivatives, options, short‑selling or leverage; balanced accounts combine the firm’s equity strategy with higher‑quality fixed income tailored to client objectives. Portfolios are constructed and monitored on an account‑by‑account basis using a combined top‑down and bottom‑up research process, and most client accounts are managed on a discretionary basis.
What is distinctive about the firm is that, while operating as a solo independent adviser, it also manages institutional accounts — a service that is relatively uncommon among peers — and offers state‑customized municipal bond portfolios. The firm manages roughly $70 million in client assets (about $68.7 million discretionary and $1.6 million non‑discretionary as of December 31, 2025), generally applies a $500,000 separately managed account minimum (waivable in some cases), and the principal invests personal assets alongside client strategies.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually (Equity) / 0.9375% annually (Balanced) / 0.625% annually (Income) $500,000 - $1,000,000: 1.00% annually (Equity) / 0.75% annually (Balanced) / 0.5% annually (Income) $1,000,000 - $2,500,000: 0.75% annually (Equity) / 0.5625% annually (Balanced) / 0.375% annually (Income) $2,500,000+: 0.50% annually (Equity) / 0.375% annually (Balanced) / 0.25% annually (Income)
Account minimum: $500,000 Fee-only: Advisory fees billed quarterly as percentage of assets under supervision based on tiered schedule by account type (Equity, Balanced, Income). No commissions or performance-based fees.
Main office
Two Bala Plaza, Suite 300
Bala Cynwyd PA 19004-1501
Advisors at this office
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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