Melby Wealth Management (MWM) manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. Financial planning can be comprehensive (ongoing) or project-based (one-time). MWM primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$19M
Clients87
Advisors1
Avg. per Client$210K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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