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Invest With Confidence

Managed Wealth Advisors is a client-focused, fee-only Registered Investment Advisor based in Neshanic Station, NJ, specializing in personalized investment strategies to secure and grow your wealth since 2010.

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Tailored Investment Strategies to Meet Your Goals

At Managed Wealth Advisors, we believe in the power of personalized investment management to not only meet, but exceed, your long-term financial goals. Founded in 2010 and headquartered in Neshanic Station, NJ, with an office in Florida, our dedicated team, led by principal owner James Lentz, is committed to offering bespoke advisory services that align with your unique financial objectives.

Strategic. Personal. Proven.

1. Transparency


Fee-only advisory with no hidden costs.


2. Trust


Your assets are securely held by reputable custodians like Charles Schwab.


3. Custom Solutions


Discretionary management across equities, derivatives, mutual funds, and ETFs, with the flexibility to accommodate your investment preferences.

About Our Code of Ethics

At Managed Wealth Advisors, we hold ourselves to the highest standards of integrity and professionalism in every aspect of our advisory services. Our code of ethics is the cornerstone of our commitment to act in the best interests of our clients at all times. We adhere to principles of transparency, honesty, and fairness in all our interactions and decisions. By prioritizing confidentiality, respecting client privacy, and avoiding conflicts of interest, we strive to foster trust and confidence in our relationships. Our dedication to ethical practices ensures that we not only comply with regulatory requirements but also exceed our clients' expectations in the stewardship of their investments.

Advisory Fees

Managed Wealth Advisors DOES NOT receive any commissions or fees from any trades.

Managed Wealth Advisors will receive a fee for investment supervision and management of the Portfolio based on the market value of the Portfolio (including cash and equivalent items) as follows:



.75% per annum on accounts between $0.00 to $99,999.99

.70% per annum on accounts between $100,000.00 to $149,999.99

.65% per annum on accounts between $150,000.00 to $249,999.99

.60% per annum on accounts between $250,000.00 to $499,999.99

.55% per annum on accounts between $500,000.00 to $999,999.99

.50% per annum on accounts over $1,000,000.00

There is a minimum fee of $50 per quarter for accounts over $10,000

There is a minimum fee of $50 per year (4th Quarter only) for accounts under $10,000

Fees will be payable in advanced for quarterly installments with each installment based on the market value of the Portfolio as of the end of the calendar quarter. Payment will be due to Advisor within (10) days after receipt of billing. If this Agreement ends on a date other than the beginning of the billing calendar quarter, the fee for that partial quarter shall be prorated accordingly. If the contract is entered before the beginning of a quarterly billing period the initial fee will be waived.


Fees will be based on the, per family, cumulative total of all accounts under management by Managed Wealth Advisors. Family is defined as all persons living at a single residence (including all family members, elderly family member(s) non-resident under the supervision of the client, domestic partners or cohabitation). It is also noted that the above fee structure can be negotiated at the time of entering this agreement; however, fees cannot be waived or reduced due to underperformance of the Portfolio.

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