Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
Get directionsRegulatory History
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 →Other Business Activities
Anthony is a church secretary, dedicating minimal time to this role and receiving no compensation. He also works as a golf coach at Schaumburg Christian School during the summer, dedicating a few hours per week.