M Holdings Securities operates as a registered investment advisor and broker-dealer, offering a broad range of financial services through a nationwide network of independent financial professionals. The firm provides investment management, wrap fee programs, retirement plan consulting, financial planning, and insurance advisory services. Portfolios can be managed directly by your financial professional or through third-party money managers, with assets held at qualified custodians like National Financial Services and Charles Schwab. M Holdings Securities acts in a legally required best-interest capacity for advisory clients, helping individuals, families, and business owners navigate complex financial situations including retirement planning, tax strategies, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.