M2 Financial LLC offers portfolio management services to individuals through Separately Managed Accounts (SMAs), creating tailored investment plans based on their goals and risk tolerance. M2 also serves as an investment advisor to Capital-Force ETF Trust, providing discretionary advisory services to ETF fund clients. M2 may engage sub-advisors to manage certain ETF fund portfolios.
Assets Under Management$40M
Clients74
Advisors2
Avg. per Client$550K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Also offers performance-based fees for qualified clients: 10% of account profits with a 0.50% minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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