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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among MBM’s clients in MBM’s sole discretion.
Fee Estimator
MBM charges fees for financial planning and investment management. Financial planning fees are either hourly (averaging $150/hour) or fixed ($1,000 to $5,000). Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Fees are negotiable and may vary among clients. MBM may offset financial planning fees if the client engages MBM for additional investment advisory services.
Areas of Practice
Advisor Information
Office location
400 Chesterfield Center, Suite 125, Chesterfield, MO, 63017
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.
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Maria is a member of Alvarez Wealth Management, LLC, a business entity for tax purposes. She dedicates minimal time to this activity.