Momentum Wealth Management (MWM) provides portfolio management alongside financial planning. MWM analyzes your financial situation, goals, and risk tolerance to create a suitable investment portfolio. They offer both discretionary and non-discretionary services. MWM also provides financial planning services covering investment, retirement, tax, estate, and college planning. Clients can use eMoney Advisors for financial planning services at no additional cost. MWM may recommend third-party sub-advisers.
Fee Structure
Momentum Wealth Management's (MWM) fee is 0.95% of your portfolio per year, which may be negotiable. If MWM uses Orion Portfolio Solutions (OPS) or SEI Investments Management Corporation (SIMC) as a sub-advisor, there will be an additional fee for the model manager/platform. The OPS/SIMC fee is not negotiable. Your custodian statement will show MWM's fee and the OPS/SIMC fee as separate line items. Model manager/strategy fees may change, but you will need to approve any changes in writing that result in an increased fee.