MoneyWell offers investment management using a SuperDiversification approach, aiming for solid risk-adjusted returns with lower volatility. Portfolios include various asset classes and use actively managed and index mutual funds. MoneyWell also provides financial planning services, including financial coaching, retirement projections, education planning, and advice on cash management, insurance, estate planning, taxes, and investing. Financial planning is generally available only to investment management clients.
Assets Under Management$51M
Clients25
Advisors2
Avg. per Client$2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fee schedule may be negotiable. For accounts co-managed with Shaker Financial, Shaker Financial receives 1% annually, and MoneyWell receives 0.6% on the first $1 million and 0.4% on the amount above that.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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