Musleh Wealth Management (MWML) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. MWML creates an Investment Policy Statement for each client. MWML generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. Kyle Edward Musleh is also an independent licensed insurance agent, which presents a conflict of interest.
Assets Under Management$42M
Clients76
Advisors1
Avg. per Client$550K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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