MPWM Advisory Solutions offers investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, and charitable institutions. MPWM manages investments on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They may recommend unaffiliated money managers. MPWM also offers financial planning services for an hourly or fixed fee.
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.