Main Line Group Wealth Management (MLGWM) works with clients to define financial goals and create customized investment strategies. MLGWM offers investment management services and, if requested, financial planning, tax planning, and consulting. MLGWM provides ongoing monitoring and review of account performance. They may recommend other professionals for implementation purposes, but clients retain discretion over all decisions.
Assets Under Management$110M
Clients57
Advisors1
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable, especially for larger accounts. The total client fee when a third-party investment adviser is used will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...