Melone Private Wealth (MPW) offers financial planning and investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Financial planning covers investment, retirement, education savings, and insurance needs. MPW provides customized investment management using ETFs, mutual funds, and municipal securities, blending active and passive strategies. MPW may refer clients to accountants or attorneys. MPW also provides retirement plan advisory services to plan sponsors.
Assets Under Management$310M
Clients165
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$160M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees may be negotiable. The total blended fee, including MPW's fee and the Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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