Manske Wealth Management, LLC

Manske Wealth Management, LLC, established in April 2012, offers the Manske Wealth Management Wrap Program, a wrap fee program providing investment advisory services without separate brokerage commissions. Clients must sign an agreement and open a brokerage account with approved institutions. The firm offers financial planning and discretionary management services, with fees up to 1.0% based on assets under management, billed quarterly. Clients may make additions and withdrawals, but withdrawals may impact investment objectives. The firm primarily uses mutual funds, ETFs, and individual securities in portfolios managed by its representatives or independent managers. Investment strategies include fundamental, technical, and cyclical analysis, tailored to individual client goals. Clients may incur additional charges and risks associated with mutual funds, ETFs, and hedge funds. Manske Wealth Management does not vote client securities and has no disciplinary events. The firm provides account reviews, reports, and does not compensate third parties for client referrals. Clients receive software support from Schwab, creating a potential conflict of interest. The firm does not require prepayment exceeding $500 and has no financial impairments disclosed.