MWM Group offers personalized financial planning and investment management. Financial planning involves assessing a client's financial situation and creating a plan to meet their goals. Investment management is typically discretionary, where MWM Group monitors accounts and makes investment changes as needed. Clients can place restrictions on investments. MWM Group also offers a wrap fee program that includes transaction costs in the management fee. MWM Group may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Fee Structure
MWM Group's investment management fees generally range from 0.35% to 2.50% per year of the value of your investments. The exact fee depends on factors like the size of your account, the investment program, and the complexity of your assets. Fees are negotiable. The advisory fee is paid quarterly, in advance.