MA Private Wealth offers investment management on a discretionary or non-discretionary basis, tailoring advice to each client's financial situation. The firm primarily uses mutual funds, exchange-traded funds (ETFs), and individual securities. MA Private Wealth also offers comprehensive financial planning services covering areas like retirement, tax, and estate planning. Clients receive a written financial plan and regular reviews. Clients are not obligated to implement recommendations.
Assets Under Management$580M
Clients352
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$120M
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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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40M+ | 0.65% |
Fees may be negotiable. Some legacy clients may be grandfathered under different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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