MW Investment Advisor offers investment advisory and portfolio services to meet clients' investment goals. They work with clients to create suitable investment strategies. Services include investment planning, retirement planning, estate planning, and education planning. Investments may include equities, ETFs, mutual funds, and fixed income. MW Investment Advisor acts as a fiduciary, customizing portfolios based on client objectives, but restrictions not in the client's best interest cannot be honored.
Assets Under Management$33M
Clients38
Advisors1
Avg. per Client$870K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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