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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria. Once the account reaches $25,000,000 in value, the entire portfolio will be charged the same fee.
Fee Estimator
MWM charges an annual investment advisory fee based on total assets under management. The fee is calculated by applying different rates to different portions of the portfolio. The annual fee may be negotiable based upon certain criteria. Fees are billed quarterly in advance. When using Sub-Advisors, the Client will pay additional fees that range from 0-.23% depending on the account value, investment style and types of securities used. MWM does not have an account minimum.
Areas of Practice
Advisor Information
Office location
1200 Corporate Center Way, Suite 204, Wellington, FL, 33414
Get directionsRegulatory History
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