MBL Wealth offers wealth management services on both discretionary and non-discretionary bases, tailoring portfolios to clients' specific needs and goals. They also provide comprehensive financial planning to asset management clients, covering areas like taxes, insurance, debt, and retirement. Additionally, MBL Wealth offers retirement plan consulting services to ERISA and non-ERISA plan sponsors.
Assets Under Management$1.1B
Clients216
Advisors10
Avg. per Client$5.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Minimum Annual Fee:$40,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
At MBL Wealth's discretion, they may combine the account values of family members living in the same household to determine the applicable investment management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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