MWM offers investment management services on a discretionary or non-discretionary basis. MWM also provides wealth management services, including financial planning and consulting. MWM evaluates clients' financial situations and helps them take action to address their needs. MWM primarily allocates client assets among mutual funds, ETFs, individual debt and equity securities, REITs, and independent investment managers.
Assets Under Management$2.3M
Clients7
Advisors1
Avg. per Client$330K
Avg. per Advisor$2.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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