Migration Wealth Management provides investment management and financial planning services tailored to individual client needs. They offer wealth management, which combines investment management and financial planning, along with standalone financial planning services. They also provide retirement plan services to employer plan sponsors. MWM works with clients to determine their risk tolerance and financial goals to ensure suitable recommendations.
Assets Under Management$21M
Clients68
Advisors1
Avg. per Client$300K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $260K | 1.50% |
| $260K - $500K | 1.20% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.35% |
For clients with less than $260,000 in AUM, the advisory fee consists of a flat annual fee starting at $3,900, which may be subject to change annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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