MK3 Wealth provides wealth management services, including financial planning and investment management, to individuals, high net worth individuals, and small businesses. The firm uses portfolio models to provide investment returns consistent with clients’ investment goals. Financial planning covers areas like cash flow, asset allocation, tax, insurance, estate, retirement, and education planning.
Assets Under Management$96M
Clients88
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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