Marc Alan Wealth Management (MAWM) offers wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, estates, and small businesses. MAWM creates customized portfolio strategies based on client goals, risk tolerance, and financial situations, using ETFs, mutual funds, stocks, and bonds. MAWM acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Assets Under Management$13M
Clients15
Advisors1
Avg. per Client$880K
Avg. per Advisor$13M
www.marcalanwm.com ·www.feeonlynetwork.com/financial-advisor/marc-l... ·directory.garrettplanningnetwork.com/new-jersey...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $5,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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