MBE Wealth Management provides financial planning and investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, retirement plans and financial institutions. MBE Wealth offers financial planning on an hourly or fixed fee basis. Investment management is offered through continuous personal client contact and interaction while providing discretionary and non-discretionary investment management and related advisory services.
Fee Structure
MBE Wealth's investment advisory fees range up to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly or monthly, based on the market value of assets under management. For accounts established through American Funds Services, the fee is 0.50% annually. The firm may use independent managers, with total blended fees not exceeding 2.00% annually.