Minerva Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,970,137
Clients
34
Advisors
2
of 2 employees
About
Minerva Wealth Advisory is a fee‑only registered investment adviser that provides financial planning and discretionary portfolio management to individuals, couples, and families, including high‑net‑worth clients. The firm offers both AUM‑based advisory services and separate hourly or flat‑fee financial planning engagements.
The firm emphasizes strategic asset allocation across ETFs, enhanced‑index funds and select active managers, using long‑term, buy‑and‑hold approaches with periodic monitoring and rebalancing. Minerva integrates tax‑aware practices such as tax‑loss harvesting, may engage outside sub‑advisors for specific mandates, and coordinates recommendations with clients’ other professionals when appropriate.
Minerva operates as a small team managing roughly $79.5 million for about 34 clients, producing a relatively high assets‑per‑client profile and allowing for fee negotiation or waivers on a case‑by‑case basis. The firm requires clients to custody accounts with Charles Schwab, maintains a limited family‑office advisory relationship, and does not accept proxy‑voting authority from clients.
Client services
Expertise
Fee options
Flat fees for financial planning starting at $5,000.
$0 - $500,000: 1.00% per year $500,001 - $1,000,000: 0.75% per year $1,000,001 - $3,000,000: 0.65% per year $3,000,001 - $5,000,000: 0.55% per year $5,000,001 - $7,000,000: 0.45% per year $7,000,001 - $12,000,000: 0.35% per year $12,000,001+: 0.30% per year
$300/hr or as negotiated with client.
Account minimum: $500,000 Minimum fee: Flat fees for financial planning will be a minimum of $5,000. Fee-only: Fee-only financial planning and investment advisory services; no commissions received.
Main office
135 Madison Avenue, Floor 5
New York NY 10016
Advisors at this office
2
Most active in
California · New York
Also doing business as
Minerva Wealth Advisory · Minerva Wealth Advisory 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.
Advisors at this firm
Dalya I
CFP®, Series 65
New York, NY
Minerva Wealth Advisory
Dalya Inhaber is a CFP® with 10 years of experience in financial advisory services. She has been with Minerva Wealth Advisory since 2015. Minerva Wealth Advisory is a fee-only registered investment adviser serving individuals, couples, and families, including high-net-worth clients. The firm focuses on strategic asset allocation using ETFs, enhanced-index funds, and select active managers, with an emphasis on long-term, buy-and-hold strategies combined with tax-aware practices.
Eugene S
CFP®, Series 63
New York, NY
Minerva Wealth Advisory
Eugene Skorodinsky is a CFP® professional with five years of industry experience, currently affiliated with Minerva Wealth Advisory in New York, NY. His work history includes roles at Baruch College, Luesink Stenstrom Financial, Borough of Manhattan Community College, and the Research Foundation CUNY. Eugene holds a Series 63 license. Minerva Wealth Advisory is a fee-only registered investment adviser serving individuals, couples, and families, including high-net-worth clients. The firm focuses on strategic asset allocation using ETFs, enhanced-index funds, and selected active managers, with a long-term, buy-and-hold investment approach combined with tax-aware strategies.
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