Overwhelmed by your finances? trust us, you are not alone
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Should I Pay Off My Debt Or Invest?
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How Should I Invest Given My Personal Goals?
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Should I Rent or Buy a New Home? Can I Afford It?
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When Should I Start Investing for My Child's College Education?
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How Much Money Should I have In My Emergency Fund?
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When Should I Exercise My Stock Options?
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Should I Diversify My Concentrated Employee Stock Positions or Wait?
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If I Leave My Company, Do They Have The Right to Take Back My Shares?
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We know these questions are daunting and confusing. We know because we've been there as well. Don't worry, you don't have to do this alone. We are here to guide you step by step throughout the process and aim to make it as fun and seamless as possible.
GET INSTANT ACCESS TO OUR MONEY LIBRARY OF FREEBIES!
Silvia Manent,
CFA, CFP®
Founder, Managing Partner
Silvia is the Founder and Managing Partner at Manent Capital, a Boston-based wealth management firm that focuses on helping women understand their personal finances and maximize their employee benefits so that they can feel accomplished, confident and excited about investing for their future financial goals. She has over six years of investment and wealth management experience, including individual investment management, comprehensive financial planning and high net worth advisory
FIDUCIARY STANDARD
We are a fiduciary firm comprised of Certified Financial Planners® and Chartered Financial Analysts®
As a full time fiduciary firm we always look out for our clients best interest and are held to the highest ethics standards. We are a fee only firm. This means that we don’t accept commissions or referral fees and are only paid for the advice and solutions we give our clients.
PROGRAMS & Pricing
We Offer 2 Types of Programs: One Time and On-Going
Financial planning
$5,000 for One Comprehensive Financial Plan
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This program is designed to equip you with the tools you need to become financially independent and finally feel relieved, organized and excited about your personal finances. It is only through a comprehensive analysis that your true financial health can be determined and the proper strategy can be recommended. Our founder, Silvia Manent will work one-on-one with you to understand your pain points and to build a comprehensive financial plan.
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Our comprehensive financial plan involves reviewing all of the areas of your financial life. Topics include: student loans, cash flow and budgeting, stock options, insurance policies, investment planning, retirement planning, employee-benefits, tax planning and estate planning.
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This one-on-one program is limited to only 4 clients at a time. Please apply and a member of our team will reach out to see if you are a good fit for our program.
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INVESTment Management
Assets Under Management Pricing (AuM)
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For clients that would like us to take their investments off their plate, we offer investment and money management services. Please let us know in your client application that you would be interested in becoming an on-going client.
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Under $500,000: 1.50% of AuM
$500,000 - $1MM: 1.35% of AuM
$1MM - $2.5MM: 1.25% of AuM
$2.5MM - $5MM: 1.00% of AuM
$5MM - $10MM: 0.85% of AuM
$10MM - $20MM: 0.75% of AuM
Over $20MM: 0.65% of AuM
We offer annual complementary comprehensive financial planning for clients with over $350,000 of Assets Under Management with us.
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