Mac Adams Wealth Advisors (MWA) offers personalized investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. MWA works as a team to understand and address each client’s unique goals and needs. MWA may recommend Third Party Managers if the client's goals are better served by expertise outside of MWA.
Assets Under Management$40M
Clients68
Advisors1
Avg. per Client$590K
Avg. per Advisor$40M
Fee Structure
MWA offers investment management services through its Asset Management Program (AMP I & II). Fees range from 0% to 2.00% of the value of your portfolio annually. The specific fee depends on the program you choose. AMP II is a wrap fee program, which means the fee includes transaction costs. AMP I does not include transaction costs.
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