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Minerva Wealth Advisory

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Client assets under management

$78,970,137

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Clients

34

71% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

17

Very Low

Average account size

$2,322,651

About

Minerva Wealth Advisory is a fee‑only registered investment adviser that provides financial planning and discretionary portfolio management to individuals, couples, and families, including high‑net‑worth clients. The firm offers both AUM‑based advisory services and separate hourly or flat‑fee financial planning engagements.

The firm emphasizes strategic asset allocation across ETFs, enhanced‑index funds and select active managers, using long‑term, buy‑and‑hold approaches with periodic monitoring and rebalancing. Minerva integrates tax‑aware practices such as tax‑loss harvesting, may engage outside sub‑advisors for specific mandates, and coordinates recommendations with clients’ other professionals when appropriate.

Minerva operates as a small team managing roughly $79.5 million for about 34 clients, producing a relatively high assets‑per‑client profile and allowing for fee negotiation or waivers on a case‑by‑case basis. The firm requires clients to custody accounts with Charles Schwab, maintains a limited family‑office advisory relationship, and does not accept proxy‑voting authority from clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning General estate planning guidance Tax-loss harvesting

Fee options

Fixed

Flat fees for financial planning starting at $5,000.

Percentage

$0 - $500,000: 1.00% per year $500,001 - $1,000,000: 0.75% per year $1,000,001 - $3,000,000: 0.65% per year $3,000,001 - $5,000,000: 0.55% per year $5,000,001 - $7,000,000: 0.45% per year $7,000,001 - $12,000,000: 0.35% per year $12,000,001+: 0.30% per year

Project-based

$300/hr or as negotiated with client.

Other

Account minimum: $500,000 Minimum fee: Flat fees for financial planning will be a minimum of $5,000. Fee-only: Fee-only financial planning and investment advisory services; no commissions received.

Main office location

Minerva Wealth Advisory

135 Madison Avenue, Floor 5

New York NY 10016, United States

Number of offices

1

Most active in

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California · New York

Disclosures

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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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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 646-934-6874

Advisors at this firm

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Dalya I

CFP®, Series 65

New York, NY

Minerva Wealth Advisory

Dalya Inhaber is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Minerva Wealth Advisory since 2015, where she serves as one of two advisors. Minerva Wealth Advisory is a fee-only, SEC-registered investment adviser serving individuals, couples, and families. The firm manages approximately $59 million with a focus on diversified asset allocation, employing ETFs, index funds, and selective active managers within a long-term, buy-and-hold strategy.

General retirement planning General tax planning General estate planning guidance Tax-loss harvesting
user avatar

Eugene S

CFP®, Series 63

New York, NY

Minerva Wealth Advisory

Eugene Skorodinsky is a CFP® with four years of industry experience, currently serving as a financial advisor at Minerva Wealth Advisory. He has held positions at Baruch College and Luesink Stenstrom Financial and has been with Minerva Wealth Advisory since 2017. Minerva Wealth Advisory is a fee-only, SEC-registered investment adviser that provides financial planning and portfolio management services to individuals, couples, and families. The firm emphasizes diversified asset allocation through ETFs, index and enhanced-index funds, and selective active managers within a long-term, buy-and-hold strategy.

General retirement planning General tax planning General estate planning guidance Tax-loss harvesting
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