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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and may be lower than the standard schedule.
Fee Estimator
MWM charges an annual fee based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable and may be lower than the standard schedule. Clients may also be charged a negotiated annual flat fee rate. Financial planning fees range from $2,500 to $10,000 for clients who decline investment management services. Third-Party Money Manager fees may be in addition to MWM's fees, typically ranging from 0 to 100 basis points annually.
Areas of Practice
Advisor Information
Office location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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 ActivitiesSells Insurance
John is an agent and financial advisor with Public Safety Financial Insurance, selling fixed and fixed indexed annuities. This takes about 10-20% of his time, with some of those hours occurring during trading hours, and accounts for approximately 20% of his total yearly compensation.