| 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.
1212 Broadway Plaza Suite 2100, Walnut Creek, CA, 94596
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Learn about disclosures →Byron owns Rimova Real Estate since 2020, which is not investment related and requires minimal time. He also has an investment-related real estate rental business since 2023, dedicating a few hours per week to it.