M3 Asset Management offers investment management services through a wrap fee program, where clients can trade certain investments without paying separate brokerage commissions. M3 Asset Management manages client portfolios on a non-discretionary basis, meaning all trades require client approval. The firm primarily invests in mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. M3 Asset Management tailors its services to each client's individual needs and risk tolerance.
Fee Structure
M3 Asset Management charges a fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.25% to 2.00% per year, depending on the amount of assets and the type of investment management services provided. The fee is charged quarterly, in advance, based on the market value of your assets on the last day of the previous billing cycle.