Maimon Wealth Management (MWM) offers investment advice to individuals, high net worth individuals, trusts, and estates. MWM creates customized investment strategies based on your goals, risk tolerance, and financial situation. MWM primarily uses low-cost mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. MWM also offers financial planning services, either as part of investment management or as a separate agreement, covering areas like retirement, savings, and education.
Assets Under Management$160M
Clients114
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
MWM generally requires a minimum fee of $10,000 that may be waived or negotiated at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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