MWS Capital Consultants provides personalized investment management and comprehensive financial services to high-net-worth individuals, their corporations, and trusts. MWS Capital designs, explains, implements, and supervises investments based on each client's unique risk profile and financial objectives. The firm manages accounts on a discretionary basis for a percentage of the value of your portfolio.
Assets Under Management$190M
Clients142
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees are negotiable and may be discounted based on investment objectives, account size, and the expense of supervising the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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