MY Wealth Management provides investment advice and manages portfolios for individuals and other clients. Services include asset management, financial planning, and retirement plan consulting. The firm creates tailored investment strategies based on client needs and goals. MY Wealth Management also assists employer plan sponsors in establishing and monitoring retirement plans.
Assets Under Management$160M
Clients115
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$78M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.89% |
| $1.5M+ | 0.40% |
Annuities are not included in calculations of assets under management when determining breakpoint. Fees are negotiable and the firm has the right to waive the minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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