A complete list of active advisors currently associated with Maner Wealth
Warmer can help you find a great advisor at Maner Wealth or one who fits your needs even better.
Maner Wealth, LLC is an SEC-registered investment adviser that manages approximately $299 million for a mix of individual clients (including high-net-worth individuals) and institutional retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and turnkey retirement-plan services for plan sponsors and participants. Its investment approach is primarily a “fund-of-funds” model using ETFs and mutual funds, with model portfolios and rebalancing overseen by Maner Wealth or selected subadvisers such as Advisory Alpha (CRD# 158282). The firm also uses subadvisory relationships and a fee-based variable annuity platform (with access to more than 350 subaccounts) and provides ongoing monitoring and plan-level fiduciary services under 3(38) and 3(21) arrangements. Maner Wealth is notable for its business affiliations and service breadth: the firm’s principal owners include the accounting firm Maner, Costerisan & Ellis, PC and some advisers are also licensed insurance agents and tax preparers, which creates potential conflicts disclosed in the brochure. Ownership interests in a 1031 qualified intermediary (AZM Investments, Inc.) and private capital firms (Altruis Capital entities), plus the firm’s acceptance of commissions for insurance-based products and use of related services, distinguish its mix of advisory, tax, insurance, and qualified-intermediary activities from many peers.
To learn more about the advisors currently working at Maner Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lansing, MI
| 4
| |
Lansing, MI
| 22
| |
Lansing, MI
| 20
|
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