Mwa Financial Services, INC.
Assets Under Management
$376.9M
Number of Clients
2,298
Number of Advisors
145
Average Client AUM
$164K
AUM per Advisor
$2.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MWA Financial Services, Inc. is a broker-dealer and investment adviser offering brokerage services (mutual funds, variable insurance, stocks, bonds, etc.) and investment advisory services (Investment Adviser Services, Adviser Managed Accounts, and Third-Party Managed Accounts). Fees vary based on the chosen service.
Fee Structure
MWA Financial Services offers transaction-based fees (commissions) for brokerage accounts and flat/hourly or asset-based fees for advisory accounts. Asset-based fees are charged quarterly as a percentage of assets under management. Custodial fees and product-related expenses (expense ratios) may also apply. 12b-1 fees are refunded to clients in Adviser Managed Accounts. Fees are negotiable based on level of assets invested and the time and complexity of your situation.
Areas of Practice
Location
1701 1st Avenue, Rock Island, IL, 61201