| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fees are negotiable.
For investment management, the annual advisory fee is based on a tiered percentage of assets under management. For example, a $1,000,000 account would incur a 1% annual fee. Fees are negotiable and paid monthly in arrears. Ongoing financial planning consists of an upfront charge of $1,000-$1,500, and an ongoing fee of $1,000-$20,000 per year, paid semi-annually in advance. MWM receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account.
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