| 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.
Indianapolis, IN
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Learn about disclosures →Andrew is a member of the Board of Directors for Woodstock Country Club since January 2024, dedicating minimal time. He is a voting member but has no check writing authority or control over funds.