Meschel Wealth Management (MWM) offers investment management services where they manage client assets using mutual funds and exchange-traded funds (ETFs) based on the client's investment objectives. MWM can also use third-party asset managers like SEI Private Trust Company. MWM also provides comprehensive financial planning services under a separate agreement, offering recommendations for clients to implement at their discretion. Clients are advised to promptly notify MWM of any changes in their financial situation or investment objectives.
Assets Under Management$99M
Clients156
Advisors2
Avg. per Client$630K
Avg. per Advisor$49M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable at MWM's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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