Much Wealth Management (MWM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. MWM creates customized investment strategies based on client goals, risk tolerance, and financial situations. MWM typically recommends unaffiliated money managers but may also manage investments internally using low-cost mutual funds and ETFs. MWM also provides financial planning services covering areas like investment planning, retirement planning, education savings, and insurance needs.
Assets Under Management$40M
Clients137
Advisors1
Avg. per Client$290K
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
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 will be charged up to 1.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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