M3 Advisory Group offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations. M3 creates customized investment strategies based on client goals, risk tolerance, and financial situations. M3 may recommend unaffiliated investment managers and provides ongoing oversight of these managers. Financial planning services cover investment, retirement, estate, education, and insurance needs. M3 also provides retirement plan advisory services to plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Clients may have fees that are charged in advance or based on a different fee methodology. Relationships with multiple goals and objectives and other complexities may be charged a higher fee.