MK3 Wealth offers comprehensive wealth management services, including investment management and financial planning, to individuals, high net worth clients, trusts, estates, non-profits, and small businesses. Founded by Matthew S. Montenero, MK3 Wealth uses a combination of in-house model portfolios and independent managers to build diversified investments tailored to each client's specific goals and risk tolerance. The investment strategy relies on fundamental and technical analysis, utilizing asset classes such as stocks, bonds, exchange-traded funds, and mutual funds. MK3 Wealth also provides financial planning covering cash flow, asset allocation, income tax, insurance, estate, retirement, education, and real estate planning.
Fee Structure
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 are negotiable and may vary depending on account size and specific client circumstances.