Manhattan West Asset Management, LLC fees and pricing
Financial planner in Los Angeles, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Manhattan West Asset Management, LLC charges $500 an hour and a flat or project fee of $15,000-$60,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $15,000-$60,000
“Flat fees range from $15,000 to $60,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Manhattan West Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered.”
- “The remainder of the fee will be directly billed to the client and due within thirty (30) days project completion.”
- “Retirement Plan Consulting - Retirement Plan Consulting services are billed as a percentage of the value of assets under management.”
How Manhattan West Asset Management, LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 27 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
- Its flat or project fee of $15,000-$60,000 is above the California median of $5,000. 96% of the 796 other California planners that publish a flat or project fee charge less.
- 32 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Manhattan West Asset Management, LLC
- Firm size: 36 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 331
- Employees
- 36
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,163,735,315
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283630
- Phone
- (310) 341-4585
Can advise clients in 18 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, Michigan, North Carolina, New Jersey, Nevada, New York, Oklahoma, Texas, Washington, Wisconsin
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.