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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
MWM’s maximum annual cumulative Investment Management fee is 1.50%. MWM may have legacy agreements in place via mergers with other firms with fee and service schedules that are different.
Fee Estimator
The annual fee is based on a percentage of your assets under management. For Emerging Wealth clients with managed assets under $500,000, there is a flat fee of $425 per month. The total minimum annual fee is $10,000. Fees are negotiable. Financial planning services may be covered under the investment advisory fee or charged on a flat fee basis. Tax preparation may be included as part of our fee or billed separately.
Areas of Practice
Advisor Information
Office location
12100 Single Tree Lane, #175, Eden Prairie, MN, 55344
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 →Other Business Activities
Polly is a co-owner of Right at Home, a business providing in-home care and assistance, since December 2024. Her husband runs the business.