Assets Under Management
$417.9M
Number of Clients
602
Number of Advisors
7
Average Client AUM
$694K
AUM per Advisor
$59.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
MBM offers financial planning, consulting, and investment management services. They manage client portfolios on a discretionary or non-discretionary basis, primarily using individual debt and equity securities, ETFs, and options. They also offer retirement plan consulting services and may recommend independent managers. MBM tailors services to individual client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
400 Chesterfield Center, Suite 125, Chesterfield, MO, 63017