Morgan-Aly Wealth Management (MAWM) offers asset management services to align with clients' retirement and financial goals. MAWM develops personalized investment policy statements to determine risk tolerance and investment objectives. Accounts are managed on a discretionary basis, with adjustments made as needed. MAWM primarily suggests investments through a combination of stocks and bonds, and in limited cases, insurance annuities. MAWM requires clients to establish a brokerage account with LPL Financial.
Assets Under Management$110M
Clients157
Advisors2
Avg. per Client$670K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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