M&m Wealth Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

M&M Wealth Management offers investment advice and financial planning to individuals, high-net-worth individuals, pension and profit sharing plans, and corporations. They provide portfolio management based on individual client goals, pension consulting services, and financial planning covering investments, insurance, retirement, college, and debt. M&M Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, non-U.S. securities, alternative investments, and private placements.

Assets Under Management$83M
Clients251
Advisors2
Avg. per Client$330K
Avg. per Advisor$41M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm