M Financial Asset Management, Inc. (M Wealth) provides investment management and portfolio strategies for individuals, families, businesses, and retirement plans. M Financial Asset Management, Inc. (M Wealth) operates through a nationwide network of independent financial professionals and affiliated member firms. The firm offers several ways to invest, including direct portfolio management, model management services where client portfolios follow pre-set risk strategies, and sub-advisory services working alongside other registered investment advisors. M Financial Asset Management, Inc. (M Wealth) builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and third-party managers, tailoring asset allocation to each client's time horizon and risk tolerance. The firm also sponsors a wrap fee program combining advisory and brokerage execution services for an inclusive fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects Investment Management Services. Model Management Services rates range from 1.22% down to 1.17%. Wrap program fee does not exceed 1.36% for accounts with at least $500,000. Fees are negotiable.