M Wealth provides investment advisory services through a network of financial professionals. They offer ongoing advice and monitor investments to align with client objectives and risk tolerance. M Wealth offers services as a sub-advisor, direct portfolio manager, and wrap fee program sponsor. They use mutual funds, ETFs, and occasionally stocks, bonds, and other investments to construct portfolios.
Assets Under Management$1.5B
Clients2,305
Advisors4
Avg. per Client$650K
Avg. per Advisor$370M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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% |
These are the maximum fees for Investment Management Services. Fees may be lower and are negotiable with your financial professional.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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