Minko Wealth

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Client assets under management

$90,627,992

Clients

140

31% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$647,343

About

Minko Wealth provides investment supervisory services and financial planning to individual and high‑net‑worth clients, tailoring advice to each client's goals, risk tolerance, and time horizon. The firm also facilitates selection of third‑party advisers and offers periodic educational seminars and workshops to clients at no charge.

The firm documents client objectives in an Investment Policy Statement and uses fundamental analysis together with modern portfolio theory to construct and monitor portfolios, offering both discretionary and non‑discretionary management. Reviews are conducted at least annually and custodial statements are used for quarterly reporting, while Minko Wealth conducts due diligence before recommending outside money managers.

Notable differences from many peers include an affiliation with an attorney‑principal who may provide legal advice outside the advisory relationship, a relationship the brochure flags as a potential conflict of interest. The firm also discloses fee‑sharing arrangements when directing clients to third‑party advisers and operates as a small team managing roughly $117 million in assets while providing financial planning without a separate charge.

Client services

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

Expertise

College savings (529s, UTMA, etc.)

Fee options

Percentage

1.00% annually

Main office location

Minko Wealth

Brooklyn NY, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 718-748-1700

Advisors at this firm

Christopher M

CFP®, Series 63, Series 65, Series 66

Brooklyn, NY

Minko Wealth

Christopher Minko is a CFP® with 10 years of experience in financial advising, currently working at Minko Wealth. He has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC since 2016 and has also been involved with Wealth Coach LLC and Minko Law Office since 2014. Outside of financial advising, he assists with trust administration and Medicaid applications through his law office. Minko Wealth provides investment supervisory services and financial planning to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to tailor portfolios according to client goals and risk tolerance. The firm conducts due diligence on third-party advisers, offers both discretionary and non-discretionary management, and provides periodic educational seminars and workshops.

College savings (529s, UTMA, etc.)

Anthony M

Series 65

Brooklyn, NY

Minko Wealth

Anthony Minko is a financial advisor at Minko Wealth in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he provides legal advice or products to clients separately from his advisory role. Minko Wealth offers investment supervisory services and financial planning to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to tailor portfolios to each client’s objectives. The firm conducts regular reviews and due diligence on third-party advisers, and provides educational seminars and workshops at no charge.

College savings (529s, UTMA, etc.)

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