McAlvany Wealth Management (MWM) provides investment advice and manages portfolios for individuals, trusts, estates, charities, and businesses. MWM also helps clients find and monitor independent investment managers. MWM sponsors educational seminars on investment topics. MWM acts as a fiduciary when providing rollover advice.
Assets Under Management$140M
Clients560
Advisors2
Avg. per Client$240K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be negotiable in certain circumstances. MWM may group certain related client accounts for the purposes of determining the annualized fee. MWM may waive or discount fees for family members and friends of the owners and employees of our firm. These fee waivers or discounts are not generally available to all advisory clients of MWM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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