Momentum Private Wealth Management (MPWM) manages investment portfolios and offers financial planning services. For investment management clients with at least $500,000, financial planning is included. For those with less, it's available for an additional fee. Financial planning covers areas like retirement, risk management, college savings, and estate planning. MPWM also provides general investment recommendations for client assets within employer-sponsored retirement plans.
Assets Under Management$56M
Clients71
Advisors1
Avg. per Client$790K
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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