Massachusetts Wealth Management (MWM) offers customized investment management services. MWM works with clients to determine their investment goals and risk tolerance to create an asset allocation strategy. MWM constructs portfolios using stocks, bonds, and cash equivalents. The firm monitors portfolios to ensure they align with client goals and risk tolerance. MWM does not offer wrap fee programs.
Assets Under Management$250M
Clients305
Advisors2
Avg. per Client$820K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable and MWM may set a flat fee that results in a lower fee than the table described above. The Firm will not charge a flat fee that is greater than the graduated fee table.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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