MWM Advisory Group provides personalized portfolio management and financial planning services to individuals and high net worth clients. The firm operates on a fee basis, charging a percentage of the value of your portfolio for managing investments, alongside fixed or hourly fees for financial planning and consulting services. MWM Advisory Group tailors its strategies to meet individual financial goals using methods such as fundamental analysis, technical analysis, charting, and modern portfolio theory. In addition to managing investments, the firm offers guidance on retirement planning, tax strategies, estate planning, and insurance needs. MWM Advisory Group requires discretionary authority to trade within your account without asking first, and utilizes qualified custodians and third-party technology tools to support its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable for certain clients, and long-term or legacy clients may have different fee schedules.