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Janel Manella

Advisor at Co-Missions Financial Planning

Updated today
Co-Missions Financial Planning logo

Firm

Co-Missions Financial Planning

Location

Cherry Hill, NJ

Credentials

CFP®, Series 65, Series 66

Industry experience

17 years

About

Janel Manella is a CERTIFIED FINANCIAL PLANNER™ with 17 years of industry experience. She has been with Co-Missions Financial Planning since 2017 and also has experience as a homemaker since 2012. Co-Missions Financial Planning serves individuals, high-net-worth clients, institutions, trusts, and estates with comprehensive financial plans, ongoing planning subscriptions, and discretionary portfolio management. The firm’s investment approach combines quantitative analysis with qualitative evaluation to construct IPS-driven portfolios and accommodates a range of client preferences, including ESG considerations.

Client services

Based on Co-Missions Financial Planning

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Co-Missions Financial Planning

Retirement income strategy Cash flow / budgeting Debt management ESG / Sustainable investing

Fee options

Fixed

One-time financial planning and consulting fees invoiced upon completion of deliverables.

Percentage

$0 - $500,000: 1.15% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.45% $10,000,000+: 0.30%

Project-based

$500 per hour

Other

Fee-only: Financial planning advisory fees based on Assets Under Advisement with tiered rates from 0.75% down to 0.20%; also hourly consulting at $500 per hour; one-time financial planning and consulting fees invoiced upon completion.

Location

Cherry Hill, NJ

Most active in

New Jersey

Work history

Co-Missions, LLC

2017 - Present (9 years)

HomeMaker

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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