Aimee Polk is a registered investment advisor at Mwa Financial Services, INC., based in Raleigh, NC, with 1 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning. Their firm serves 2,298 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.
Location
1611 Jones Franklin Road, Suite 109, Raleigh, NC, 27606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations5 states
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