Mpower Wealth Management offers investment management and financial planning services. Investment management involves creating and managing portfolios based on client goals and risk tolerance, using diversified mutual funds and ETFs. Financial planning covers retirement, risk management, college savings, cash flow, debt management, budgeting, investment portfolio review, and estate planning. Mpower WM primarily uses DFA funds and ETFs.
Assets Under Management$9.1M
Clients14
Advisors1
Avg. per Client$650K
Avg. per Advisor$9.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees negotiable for accounts greater than $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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