Mbm Wealth Consultants, LLC
Assets Under Management
$417.9M
Number of Clients
602
Number of Advisors
7
Average Client AUM
$694K
AUM per Advisor
$59.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MBM offers financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary or non-discretionary basis, primarily using individual debt and equity securities, options, and ETFs. MBM also provides retirement plan consulting services under ERISA.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among MBM’s clients in MBM’s sole discretion.
Fee Estimator
MBM charges fees for financial planning and investment management. Financial planning fees are either hourly (averaging $150/hour) or fixed ($1,000 to $5,000). Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Fees are negotiable and may vary among clients. MBM may offset financial planning fees if the client engages MBM for additional investment advisory services.
Areas of Practice
Location
400 Chesterfield Center, Suite 125, Chesterfield, MO, 63017