Menzel Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals and high-net-worth individuals through actively managed growth investing, strategic asset allocations, and general investment advice. It is newly registered as a small independent adviser and currently reports no client assets under management.
The investment approach relies primarily on fundamental analysis to identify high-quality equities for long-term capital appreciation, while strategic allocation portfolios emphasize bonds, preferred or dividend-paying stocks and periodic rebalancing. The firm accepts discretionary authority for its actively managed growth service but operates non-discretionarily for other services and tailors recommendations to each client’s goals and restrictions.
Uncommon for a small independent adviser, the firm offers performance-based fee arrangements to qualified clients and allows qualified clients to choose between performance-based and asset-based fee structures; the brochure discloses the resulting conflicts and mitigation steps, including trade allocation procedures and a prohibition on margin or leverage. The firm’s sole investment professional maintains full‑time employment as an engineer at Lockheed Martin, limits client capacity to manage time conflicts, and requires the use of a specified qualified custodian and direct deduction billing for its discretionary growth service.
Client services
Expertise
Fee options
1.5% annually (for subsequent years)
$100 per hour for Strategic Asset Allocations, final total pre-quoted before service start
10% performance fee on returns above a high water mark for qualified clients
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Menzel Asset Management · Menzel Asset Management LLC
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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