Your Money Matters Wealth Management (YMMWM) provides financial planning and investment management services to individuals and trusts. YMMWM offers advice on financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. YMMWM may recommend third-party managers and receives referral fees from them.
Assets Under Management$1.4M
Clients10
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable. Same household accounts may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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