Members’ Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. They create customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance needs. Members’ Wealth acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$220M
Clients196
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$43M
www.facebook.com/memberswealth/about/?sk=about ·www.linkedin.com/company/members-wealth ·www.memberswealthllc.com
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...