Manektala Investment Advisory Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Manektala Investment Advisory Services is an independent registered investment adviser that generally serves high‑net‑worth individuals and business entities and also provides advisory services to qualified retirement plans. The firm offers discretionary and non‑discretionary asset management along with financial planning and consulting engagements.
Investment programs are tailored to each client’s stated objectives and risk tolerance and may use modern portfolio theory and Monte Carlo planning alongside fundamental and technical analysis. Portfolios can include long‑ and short‑term holdings, trading, options and other derivatives, and the adviser implements strategies either with client approval on each trade or under delegated trading authority.
The firm’s provision of ERISA 3(21) pension consulting and monitoring for plan sponsors is a notable offering for a small independent adviser, as this type of plan work is uncommon among peers. The brochure also discloses a concentrated client base (five clients and roughly $5.55 million in discretionary AUM), a $100,000 account guideline, and the principal’s outside business interests (engineering firms and rental property consuming about 25% of their time), and the firm does not vote client proxies.
Client services
Expertise
Fee options
$750 for individuals/families full financial plan; $2,500-$4,000 for small businesses full financial plan
$0 - $250,000: 1.20% annually $250,000.01 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.90% annually $1,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01+: 0.75% annually
$250 per hour for consultation services
Account minimum: $100,000 Fee-only: Financial planning: $750 for individuals/families; $2,500-$4,000 for small businesses; Consultation services: $250/hour
Main office
Powhatan VA
Advisors at this office
1
Most active in
California · Virginia
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.
Forms ADV
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