Minerva Planning Group
Assets Under Management
$198.2M
Number of Clients
117
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$66.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Minerva Planning Group offers investment advisory services to individuals, high net worth individuals, trusts, and estates. They provide customized investment solutions through personal contact and discretionary investment management, primarily using low-cost, diversified mutual funds and ETFs, often Dimensional Fund Advisors (DFA) funds. They also offer financial planning services, either as part of investment management or separately, covering areas like retirement, savings, and education.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis, up to $250 per hour, with fees negotiable based on complexity. An estimate for total hours and overall costs will be provided to the Client prior to engaging for these services. A minimum relationship size of $1,000,000 is generally required, but may be waived at the Advisor’s sole discretion.
Areas of Practice
Location
315 W. Ponce De Leon Avenue, Suite 915, Decatur, GA, 30030
