MWA Asset Management provides investment advice, manages client portfolios, and offers financial planning services. MWA creates customized investment strategies based on each client's individual needs and goals. They diversify portfolios across different asset classes. MWA manages investments with the ability to make trades without asking clients first, or with client approval before each trade.
Assets Under Management$310M
Clients180
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees typically start at 1% of assets under management, however the fee may be higher or lower based upon the amount of the assets and the scope of the management services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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