Meaningful Wealth Management (MWM) manages investment portfolios and offers financial planning services. MWM creates personalized investment plans based on your goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. MWM also offers comprehensive financial planning with ongoing monitoring and annual reviews.
Assets Under Management$22M
Clients29
Advisors1
Avg. per Client$770K
Avg. per Advisor$22M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. The combination of fees for MWM and third-party managers will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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