Mobile Bay Wealth Management provides investment advice and financial planning consulting services. Investment advice includes reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning includes risk assessment, investment planning, estate planning, and financial organization. The firm may recommend third-party money managers to manage client assets.
Assets Under Management$70M
Clients310
Advisors2
Avg. per Client$220K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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