M2 Financial provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment plans and may use model portfolios from AE Wealth Management. M2 Financial also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients needing estate planning may be referred to GenWealth Advisory Group.
Assets Under Management$61M
Clients407
Advisors5
Avg. per Client$150K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual advisory fee is inclusive of any third-party manager or sub-advisory fees unless otherwise specified in the clients investment management agreement. These fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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