Much Wealth Management offers personalized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. Much Wealth Management creates customized portfolio strategies through continuous personal client contact, frequently recommending unaffiliated independent money managers or constructing portfolios internally using diversified mutual funds, exchange-traded funds, individual stocks, and alternative investments. Much Wealth Management serves as the primary relationship manager when using independent managers. Additionally, Much Wealth Management provides financial planning and consulting services covering areas such as retirement planning, personal savings, education funding, and insurance needs. Much Wealth Management operates as a registered investment advisor based in Southlake, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Assets placed in private non-traded securities are charged up to 1.00%. Fees may be negotiable at the sole discretion of the advisor.