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 | 0.95% |
| $1M+ | 0.75% |
These rates apply to Stock-Based Model Portfolios. Index-Based Model Portfolios have different rates. MFWM may agree to a lower Asset-Based Fee under specific situations.
Fee Estimator
You'll pay an annual fee based on the assets in your account. For Stock-Based Model Portfolios, the fee is 0.95% on the first $1,000,000 and 0.75% on amounts over $1,000,000. For Index-Based Model Portfolios, the fee is 0.40% on the first $1,000,000 and 0.30% on amounts over $1,000,000. Account minimums start at $6,000 and can be higher depending on the strategy and custodian. Additional investments are subject to a $500 minimum.
Areas of Practice
Advisor Information
Office location
Charlotte, NC
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 →