Munn Wealth Management, LLC

Munn Wealth Management, LLC, established in 2002, offers a range of services including asset management, financial planning, and tax preparation. The firm provides custom investment advice to individuals, trusts, foundations, and corporations. Clients can choose between discretionary or non-discretionary asset management services, with accounts typically managed using Camelot Portfolios' proprietary models. The firm emphasizes the importance of accurate client information to create tailored financial plans. Investment strategies offered include Preservation, Conservative, Stable, Moderate, Growth, and Aggressive, each catering to different risk profiles and goals. Financial planning fees range from $250 to $5,000, while asset management fees are negotiable, typically ranging from 0.50% to 2.00%. Clients have the option to engage in tax preparation services on a fixed fee basis or include it with asset management services. Munn Wealth Management recommends custodial services from Fidelity, Goldman Sachs, Interactive Brokers, or TradePMR, based on factors like commission costs and value-added services. The firm may receive non-cash benefits from recommended custodians, known as "soft dollars," which are used for research and educational purposes. Clients are encouraged to review statements and confirmations directly from their custodian. Munn Wealth Management does not provide legal advice but may recommend clients to an affiliated attorney for legal services. The firm discloses potential conflicts of interest related to referrals, third-party compensation, and ownership affiliations. Clients are advised to review the firm's Code of Ethics, Proxy Voting Policies, and other relevant disclosures for a comprehensive understanding of the firm's practices.