| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
MWM’s maximum annual cumulative Investment Management fee is 1.50%. MWM may have legacy agreements in place via mergers with other firms with fee and service schedules that are different.
12100 Single Tree Lane, #175, Eden Prairie, MN, 55344
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Learn about disclosures →Polly is a co-owner of Right at Home, a business providing in-home care and assistance, since December 2024. Her husband runs the business.