| 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% |
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.
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Learn about disclosures →Claudia is involved with Sawaf Financial LLC, doing business as Afflowent, where she educates women on money mindset and financial empowerment. She dedicates her free time and weekends to this activity.