Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and may be lower than the standard schedule.
Fee Estimator
MWM charges an annual fee based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable and may be lower than the standard schedule. Clients may also be charged a negotiated annual flat fee rate. Financial planning fees range from $2,500 to $10,000 for clients who decline investment management services. Third-Party Money Manager fees may be in addition to MWM's fees, typically ranging from 0 to 100 basis points annually.
Areas of Practice
Advisor Information
Office location
13550 W 95th St., Lenexa, KS, 66227
Get directionsRegulatory History (4)
Customer Dispute
March 2020Customer Dispute
August 2019Customer Dispute
March 2019Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Bruce is the President/Admin of The Godke Group, a Partner/Admin at Legacy Management, LLC, and an Executive Advisor at Modern Wealth Management, LLC (full-time). He is also an independent insurance agent selling life insurance and other products, and a Managing Member at BFG Advisors Group, LLC.