MB
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 (1)
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.
Regulatory
January 1990Final
Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 10 yrs 8 mos
Monere Investments, INC.Broker
May 2015 - Present · 10 yrs 8 mos
Previous Registrations
David A. Noyes & Company
August 2008 - June 2015 · 6 yrs 10 mos
David A. Noyes & CompanyBroker
March 1996 - June 2015 · 19 yrs 3 mos
Laughlin Group Advisors, INC.Broker
November 1993 - March 1996 · 2 yrs 4 mos
Abn Amro Investment Services, INC.Broker
February 1993 - November 1993 · 9 mos
Gna Securities, INC.Broker
February 1991 - January 1993 · 1 yr 11 mos
Invest Financial CorporationBroker
March 1989 - December 1990 · 1 yr 9 mos
Allied Capital Group, INC.Broker
October 1988 - February 1989 · 4 mos
Graystone Nash, INC.Broker
July 1988 - November 1988 · 4 mos
State Registrations16 states
ARCACOFLILINLAMINCNVOHSCTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.