BR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$771K average
Assets Under Management
$270.0M
Fee Structure
Minimum Investment:$50K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$250
Hourly Rate:$250/hr
MWMI charges a maximum of 3.00% annually based on the total market value of managed assets. All fees are negotiable. There is a minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250. Financial planning services are offered at $250 per hour or a fixed fee agreed upon by the client and MWMI.
Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net WorthInvestment Management
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Advisor Information
Office location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Monere Wealth Management, INC.
December 2015 - Present · 10 yrs 1 mo
Monere Investments, INC.Broker
December 2015 - Present · 10 yrs 1 mo
Previous Registrations
Noyes Advisors LLC
August 2015 - January 2016 · 5 mos
David A. Noyes & CompanyBroker
September 2009 - January 2016 · 6 yrs 4 mos
David A. Noyes & Company
September 2009 - August 2015 · 5 yrs 11 mos
Mesirow Financial Investment Management, INC.
January 2007 - September 2009 · 2 yrs 8 mos
Mesirow Financial, INC.
January 1999 - September 2009 · 10 yrs 8 mos
Mesirow Financial, INC.Broker
December 1993 - September 2009 · 15 yrs 9 mos
Mesirow Investment Services, INC.Broker
September 1987 - January 1994 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1983 - October 1987 · 4 yrs
State Registrations6 states
CAFLILMEMNOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.