Mangan Wealth Management

Mangan Wealth Management, Inc. is a Registered Investment Advisory firm founded in 2005 and based in Seattle, Washington. The firm specializes in portfolio management using modern portfolio theory, financial planning, and pension consulting for small businesses. They employ proprietary fundamental and technical analysis to tailor portfolios to individual client needs. Clients' accounts are managed on a discretionary basis and held in their own name at a custodian brokerage firm. The firm charges fees based on assets under management, with a minimum annual fee of $4,000 and a tiered fee structure ranging from 1.00% to 0.35% based on asset levels. Mangan Wealth Management, Inc. does not have conflicts of interest from performance-based fees. The firm primarily serves individual clients with a household account minimum of $400,000. Investment strategies focus on evaluating asset classes within market cycles to mitigate risks. Rick Mangan, the sole shareholder, is a CPA, CFP®, and PFS. The firm does not have any disciplinary history and does not receive third-party fees or commissions. They recommend TD Ameritrade or Charles Schwab as broker-dealers and maintain discretionary authority over client accounts. Clients receive quarterly reports and account reviews to align with their risk profiles. Mangan Wealth Management, Inc. does not have custody of client accounts and does not vote on client securities proxies.