Money Script Wealth Management provides financial advice and planning on topics like retirement, risk management, college savings, and estate planning. They also offer ongoing financial advisory services, asset management, and pension consulting. MSWM may recommend third-party money managers. MSWM offers a wrap fee program.
Assets Under Management$72M
Clients301
Advisors1
Avg. per Client$240K
Avg. per Advisor$72M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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