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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EagleQuantum +more
- Established Date
- 05-04-2004
- Office Locations
- 2
Office Locations
About Minerva Planning Group
Minerva Planning Group is an RIA providing comprehensive financial planning, retirement planning, and ongoing tax-efficient investment management. The firm emphasizes retirement transition decisions such as Social Security timing, healthcare/FEHB considerations, and early-retirement/VERA planning, with content geared to federal government employees and other pre-retirees. Custody includes Charles Schwab.
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Owner & Executives
MICAH SANDERS PORTER
Chief Executive Officer, President
- CRD
- #4780133
- Ownership
- 75% or more
Melanne Renee Acker
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES CHRISTOPHER BROWN
Paraplanner
- CRD
- #5246062
Amy Mawson
President
- CRD
- #7136326
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,774,074 | $430,498 |
| Non-Discretionary | $84,922 | $84,922 |
| Total | $236,858,996 | $429,871 |
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Separately Managed Accounts
Total SMA Asset: $236,858,996
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $908,876,285 | 26.1% |
| Cash | $877,535,723 | 25.2% |
| Other | $564,130,108 | 16.2% |
| Equity - Exchange | $821,819,170 | 23.6% |
| Municipal Bonds | $309,923,331 | 8.9% |
| Total | $3,482,284,617 | 100.0% |