M Wealth Management offers investment management services, creating tailored portfolios with various securities, and financial planning services, including comprehensive plans or compartmentalized portions based on client needs. The firm focuses on evidence-based investing, controlling controllable factors like asset allocation, diversification, and minimizing expenses and taxes. They aim to add value through estate planning guidance, insurance selection, and tax minimization strategies.
Fee Structure
M Wealth Management's fee for managing your investments will not exceed $50,000 or 2.00% annually. The specific fee will be outlined in your advisory agreement. Fees are either a flat monthly or quarterly amount, or a percentage of your account value, billed quarterly in advance. All fees are negotiable.