Mabry Wealth Management (MWM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. MWM evaluates current investments and makes investment decisions in accordance with its fiduciary duties. MWM primarily recommends mutual funds and ETFs, but may use other securities to diversify portfolios. MWM also provides services for accounts not directly held in their custody, such as 401(k) accounts, implementing tax-efficient asset location and rebalancing strategies.
Assets Under Management$12M
Clients50
Advisors1
Avg. per Client$240K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Schedule applies to accounts held at Charles Schwab. Fees for held away accounts (e.g., 401(k)s) are a fixed monthly amount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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