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 $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
MWM charges an annual fee based on the market value of assets managed, ranging from 0.50% to 1.10% for discretionary accounts. Non-discretionary accounts are charged 0.50% on the balance. There is a minimum relationship size of $300,000 and an annual administrative minimum fee of $3,000 for both discretionary and non-discretionary relationships. Fees are billed quarterly in arrears. Pre-existing advisory clients are subject to advisory fees in effect at the time the client entered into the advisory relationship.
Areas of Practice
Advisor Information
Office location
80 South Main Street, Hanover, NH, 03755
Get directionsRegulatory History
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