Manent Capital logo

Manent Capital

Updated today

Total assets under management

$82,408,757

Total clients

25

16% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

25

Average account size

$3,296,350

About

Manent Capital’s principal provides tailored investment management and a range of financial planning services, including project‑based planning, a one‑day “VIP Day” offering, and ongoing planning engagements. The firm also facilitates use of third‑party investment managers and model portfolios (including a technology‑based sub‑advisor) to implement client strategies and currently reports roughly $82 million in assets across about 25 client relationships.

The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs, while employing fundamental and cyclical analysis to set asset allocation and make tactical adjustments when appropriate. It also advises on and may recommend less‑traditional or alternative investments and coordinates with outside managers when clients’ goals or complexity warrant delegated management.

Unlike most independent advisers, the firm’s client‑facing materials reference third‑party ratings and include client testimonials, practices that are uncommon among peers in this category. The principal holds both CFP and CFA designations and the firm offers flexible engagement formats (one‑time, project, and ongoing plans, with ongoing planning bundled for larger relationships), which may appeal to clients seeking both advisory continuity and discrete planning projects.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Project-based financial planning fees range from $2,500 to $15,000; VIP Day flat fee of $3,500 (may be higher based on complexity); ongoing financial planning services at $625 per month unless included in AUM services.

Percentage

$0 - $2,000,000: 1.50% $2,000,001+: 1.00%

Project-based

$450 per hour for project-based financial planning and VIP Day services; prorated hourly fees apply for early termination.

Disclosures

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

Business activities & affiliations

Main office location

Manent Capital

Orford NH, United States

Number of offices

1

Advisors at this firm

Silvia M

CFP®, CFA®

Orford, NH

Manent Capital

Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively. If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. DOES THIS SOUND LIKE YOU? You are a high-income professional making six figures but feel like you don’t have a big enough savings. You know you should be saving & investing but you’re not really doing it. Taxes, cash flow, and investing give you anxiety. You don’t know if you’re spending too much money in your business and personal life. It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out. You lack the confidence and clarity to make business and personal financial decisions. There's money coming in and going out, but you have no idea where it goes. Services We Offer: Investment & Financial Planning Services Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws. We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most. VIP Financial Planning Day Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day? Well, wish no more because our VIP Day is pretty much that! In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable! Investing DIY Courses Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world. All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Business Financial Management Self-Employed Women Professionals Gen Y/Millennials (Born 1980-1995)
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