Manhattan West Asset Management, LLC
Assets Under Management
$1.0B
Number of Clients
384
Number of Advisors
11
Average Client AUM
$2.6M
AUM per Advisor
$92.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Manhattan West Asset Management, LLC (MWAM) offers asset management and investment consulting services to individuals and institutions. Services include financial planning, retirement plan consulting, and digital asset advisory. MWAM is affiliated with several private funds and ancillary business lines, including insurance, real estate, and tax services. MWAM provides individualized investment advice and clients may place reasonable restrictions on investments.
Fee Structure
MWAM charges hourly or flat fees for financial planning and consulting, with hourly fees not exceeding $500 and flat fees ranging from $15,000 to $60,000. Retirement plan consulting fees are based on a percentage of assets under management, not exceeding 1.5%. Fees for ancillary business lines and fund products vary. Wrap clients are not charged transaction costs, but non-wrap accounts are charged a fee ranging from 0.25% to 2%, subject to MWAM's discretion. MWAM may receive compensation from insurance carriers or brokers. Referral fees may be paid to third parties for client referrals.
Areas of Practice
Location
1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067