Martinsen Wealth Management (MWM) offers personalized investment management services and model portfolios to help clients achieve their financial goals. MWM works with clients to understand their financial situation, investment objectives, and risk tolerance. Client accounts are managed primarily on a discretionary basis. MWM also offers estate planning and credit/identity theft monitoring services for a fee.
Assets Under Management$140M
Clients366
Advisors6
Avg. per Client$390K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
MWM combines the account values of family members living in the same household to determine the applicable advisory fee. MWM also reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...