M.W. Aragao Investment Advisors provides personalized financial planning and investment management. This includes helping clients determine their financial objectives, identify financial problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. M.W. Aragao is a fee-only firm and does not receive commissions.
Assets Under Management$42M
Clients596
Advisors1
Avg. per Client$71K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.30% |
| $1000K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are generally negotiable and may vary based on client circumstances or pre-arranged negotiations. Some accounts may be managed without a fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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