MBM Wealth Consultants is a registered investment advisor that offers personalized financial planning, consulting, and investment management services. Operating on a discretionary or non-discretionary basis, MBM Wealth Consultants helps clients build and manage portfolios using individual stocks, bonds, exchange-traded funds, and options, as well as third-party independent managers and private investments when appropriate. The firm also assists with specialized needs such as retirement planning, tax coordination, estate planning, and business planning. MBM Wealth Consultants tailors its strategies to each client's unique risk tolerance, time horizon, and financial goals.
Assets Under Management$480M
Clients642
Advisors9
Avg. per Client$740K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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