Mackwani & Associates Wealth Management, LLC offers financial planning and investment management services. Financial plans are tailored to individual needs and may include cash flow analysis, risk management, retirement planning, education planning, tax strategies, and estate planning. Investment management involves implementing strategies based on risk profile and goals, using various investment vehicles. They also offer access to third-party portfolio managers.
Assets Under Management$8M
Clients91
Advisors2
Avg. per Client$88K
Avg. per Advisor$4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
This fee schedule is for Model Portfolio management. Standard portfolio management fees are higher.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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