MWM Wealth Advisory provides investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. Founded in 2017 and based in Plymouth, Minnesota, MWM Wealth Advisory creates personalized investment strategies based on each client's specific goals and risk tolerance. The firm uses fundamental and technical analysis to guide its long-term investment approach, operating as a registered investment advisor with discretionary authority over client portfolios through a bundled fee program. In addition to individual wealth management, MWM Wealth Advisory assists retirement plan sponsors with non-discretionary fiduciary guidance. The firm's professionals do not sell commissioned products as part of the advisory service, though representatives may offer insurance and annuity products separately for a fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.35% |
| $25.0M - $35.0M | 0.30% |
| $35M+ | 0.20% |
Schedule applies to ERISA plan services. Fees may be charged quarterly or monthly in arrears or in advance. Individual wrap fee program details are described in Appendix 1.