Make Way Wealth Management provides financial planning and investment management services to individuals, families, and businesses. Financial planning covers areas like retirement, taxes, insurance, and college savings. Investment management involves creating customized portfolios based on your goals and risk tolerance, potentially including private equity and hedge fund portfolios through Crystal Capital Partners.
Assets Under Management$74M
Clients121
Advisors2
Avg. per Client$610K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Make Way Wealth Management charges an annual fee based on the value of your portfolio. The fee is negotiable and ranges from 0.50% to 1.25% per year. The fee is calculated monthly based on the average daily market value of your investments. This fee does not include brokerage commissions or other transaction fees.
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