Assets Under Management
$2.9B
Number of Clients
138
Number of Advisors
20
Average Client AUM
$21.2M
AUM per Advisor
$146.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
MWM provides customized wealth management solutions, including discretionary investment management and related advisory services. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy. They also offer financial planning services on an hourly or fixed-fee basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees for fixed income strategy are reduced by 50% from the standard fee schedule.
1201 Network Centre Drive, Effingham, IL, 62401