Mogul Wealth Management (MWM) provides ongoing investment management based on your individual goals and risk tolerance. MWM creates a plan to help select a portfolio that matches your specific situation. MWM also offers financial planning services, including retirement, college, estate, and tax planning. MWM may direct clients to third-party money managers and receive a fee share.
Assets Under Management$59M
Clients148
Advisors2
Avg. per Client$400K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...