Shimon Willig is a registered investment advisor at Mwm Group LLC, based in Cedarhurst, NY, with 5 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 316 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWM Group's investment management fees generally range from 0.35% to 2.50% per year of the value of your investments. The exact fee depends on factors like the size of your account, the investment program, and the complexity of your assets. Fees are negotiable. The advisory fee is paid quarterly, in advance.
Location
335 Washington Ave, Cedarhurst, NY, 11516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shimon is an investment advisor at MWM Group since 2020, dedicating full-time hours to providing investment advice. He is also a fixed insurance broker since 2020, spending about a quarter of his time providing insurance services.
Employment History
Current Registrations
Mwm Group LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations7 states
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