Members' Wealth is a registered investment advisor founded in August 2022 and based in Media, Pennsylvania. Members' Wealth provides customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. When managing investments, Members' Wealth builds diversified portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options contracts tailored to each client's goals and risk tolerance. In addition to portfolio management, Members' Wealth offers comprehensive financial planning covering retirement, savings, education, and insurance needs, as well as consulting services for employer benefit plans. Members' Wealth operates as a fiduciary, meaning the registered investment advisors are legally required to act in your best interest.
Fee Structure
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 at the sole discretion of the advisor. Fees take into consideration aggregate assets under management.