MBM Wealth Consultants provides financial planning, consulting, and investment management services to individuals, families, and businesses. MBM manages investment portfolios using individual securities, ETFs, and mutual funds. MBM also recommends independent investment managers. MBM works with clients to determine their risk tolerance, time horizon, and financial goals.
Assets Under Management$420M
Clients602
Advisors8
Avg. per Client$690K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
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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