Marcantel Wealth Management (MWM) offers investment advisory services, focusing on passive management through low-cost index funds. MWM aims to help clients achieve long-term financial goals by maintaining diversified portfolios and minimizing costs. While primarily using passive strategies, MWM may offer custom stock portfolios with active management at the client's request.
Assets Under Management$11M
Clients128
Advisors2
Avg. per Client$87K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$80
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...