Munn Wealth Management, LLC
Assets Under Management
$209.6M
Number of Clients
796
Number of Advisors
6
Average Client AUM
$263K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Munn Wealth Management provides asset management, financial planning, and tax preparation services to individuals, trusts, foundations, and corporations. They utilize proprietary models designed by Camelot Portfolios, an affiliated RIA. Services are offered on both discretionary and non-discretionary bases.
Fee Structure
Financial planning fees range from $250 to $5,000, depending on complexity and are negotiable. Tax preparation fees range from $100 to $2,000 and are also negotiable. Asset management fees range from 0.50% to 2.00% annually, separate from fees paid to other managers like Camelot Portfolios LLC. Clients withdrawing funds may be charged a $100 withdrawal fee.
Areas of Practice
Location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537