ER
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$771K average
Assets Under Management
$270.0M
Fee Structure
Minimum Investment:$50K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$250
Hourly Rate:$250/hr
MWMI charges a maximum of 3.00% annually based on the total market value of managed assets. All fees are negotiable. There is a minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250. Financial planning services are offered at $250 per hour or a fixed fee agreed upon by the client and MWMI.
Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net WorthInvestment Management
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Advisor Information
Office location
620 South Main Street, Bountiful, UT, 84010
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Monere Investments, INC.Broker
October 2025 - Present · 3 mos
Monere Wealth Management, INC.
October 2025 - Present · 3 mos
Previous Registrations
Summit Global Investments, LLC
January 2025 - September 2025 · 8 mos
Northwestern Mutual Investment Services, LLC Broker
March 2023 - February 2024 · 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.