M3 Wealth Management offers investment management services to individuals, high net worth individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. M3 customizes investment advice to each client’s investment objectives and financial needs. M3 may utilize registered mutual funds, exchange traded funds (ETFs), equity securities, corporate bonds, state and local municipality fixed income instruments, US government securities, REITS, variable annuities, closed end funds and structured notes.
Assets Under Management$160M
Clients486
Advisors2
Avg. per Client$330K
Avg. per Advisor$80M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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