Muhlenkamp & Co Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 19, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly charge begins at $250 per hour, with a minimum $1,500 fee per engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Muhlenkamp & Co Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For hourly fee engagements, we require a retainer with the remainder of the fee directly billed to the Client and due within thirty (30) days of the financial or investment plan being delivered, or consultation rendered to the Client.”
• “Fees are negotiable based upon the specific nature of the Client’s needs, the complexity of the Client’s investment profile, size of asset pool, service requirements, and the full extent of the Client’s relationship with us.”
• “Fees are negotiable, and may be higher or lower than this schedule, based on the nature of the account.”

How Muhlenkamp & Co Inc’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Wexford that publish an hourly rate charge less.

About Muhlenkamp & Co Inc

• Firm size: 6 employees.
• Registered as an adviser: 1981 (45 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

60

Employees

6

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops

Assets managed

$435,829,498

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110787

Website

muhlenkamp.com (opens in new tab)

Phone

(724) 935-5520

Can advise clients in 3 states: Ohio, Pennsylvania, Texas

Other planners in Wexford that publish fees

• Eamon Capital Management, LLCWexford$250/hr
• Green Trail Investments, LLCWexford$225/hr, $1,500⁠-⁠$5,000
• Guardian Capital, LLCWexford$150/hr, $3,000
• Keystone Investment Advisors, LLCWexford$100⁠-⁠$250/hr

Compare all 13 planners in Wexford