MWA Financial Services, Inc. provides financial planning services for a flat or hourly fee, as well as adviser managed and third-party managed accounts. Financial planning can cover retirement, education, asset allocation, special needs, asset management, and insurance needs. The firm's representatives can also sell investment products and receive commissions.
Assets Under Management$380M
Clients2,298
Advisors179
Avg. per Client$160K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.
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Location
179 Advisors at this firm
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