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% |
The total minimum annual fee is $10,000. 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
For wealth management, fees are based on a percentage of assets managed (see table). The total minimum annual fee is $10,000, payable quarterly. The maximum annual cumulative Investment Management fee is 1.50%. Emerging Wealth clients with managed assets under $500,000 will be assessed a $425 flat fee per month. Once assets exceed $500,000, they revert to the standard fee schedule. Financial planning services may be charged on a flat fee basis, determined on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
1212 Broadway Plaza Suite 2100, Walnut Creek, CA, 94596
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
Byron owns Rimova Real Estate since 2020, which is not investment related and requires minimal time. He also has an investment-related real estate rental business since 2023, dedicating a few hours per week to it.