McCarter Private Wealth Services (MPWS) is a registered investment advisor. MPWS offers portfolio management services through sub-adviser arrangements, providing customized services such as financial reporting, bill paying, and tax material preparation. MPWS also offers cash management services, including monitoring cash balances and facilitating payments. MPWS works with individuals, trusts, estates, charitable organizations, and corporations.
Assets Under Management$430M
Clients126
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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