PV
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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2012Closed-No Action
Customer Dispute
January 1989Award / Judgment
Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 10 yrs 8 mos
Monere Investments, INC.Broker
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
David A. Noyes & Company
May 2007 - April 2015 · 7 yrs 11 mos
David A. Noyes & CompanyBroker
April 1997 - April 2015 · 18 yrs
M B Vick & CompanyBroker
November 1985 - May 1997 · 11 yrs 6 mos
State Registrations24 states
AZCACODCFLGAIAILMAMDMIMNMONCNENYORPATNTXVAVirgin IslandsWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.