Morrissey Wealth Management (MWM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. MWM provides ongoing asset management services, determining investment goals, risk tolerance, and objectives. They also offer single and ongoing financial planning services covering topics like cash flow, retirement, investments, taxes, insurance, and estate planning.
Assets Under Management$170M
Clients162
Advisors2
Avg. per Client$1M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.55% |
| $50M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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