Maclendon Wealth Management (MWM) offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. MWM allocates client assets among exchange-traded funds (ETFs), individual debt and equity securities, mutual funds, and variable annuities. MWM tailors its advisory services to the individual needs of clients, consulting with them to develop a risk profile that determines risk tolerance and investment needs.
Fee Structure
Maclendon Wealth Management provides investment management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.90% and 2.00%, depending on the amount you invest and the type of services you need. New clients are billed as assets are deposited for the first two quarters. Thereafter, MWM's annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by MWM on the last day of the previous quarter. Adjustments will be made for deposits and withdrawals in excess of $500,000 during the quarter.