Muirfield Wealth offers wealth management solutions through personal contact and discretionary management. They work with clients to identify goals, risk tolerance, and financial situations to design a portfolio strategy. Muirfield Wealth uses exchange-traded funds, mutual funds, individual stocks, and bonds. They also offer financial planning services covering investment, retirement, education, and insurance needs. Muirfield Wealth may refer clients to other specialists.
Fee Structure
Muirfield Wealth charges a fee based on the value of your portfolio, ranging up to 1.50% annually. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance. The fee for the first quarter is prorated. In some cases, a fixed annual rate or fee may be charged.