MW Investment Strategy (MWI) provides financial planning and investment management services. MWI helps clients identify and achieve their financial goals, such as retirement, education funding, and home purchase. MWI manages investment accounts based on a written investment policy statement, using diversified portfolio models comprised of low-cost mutual funds and exchange-traded securities. MWI assumes authority to make trades without asking first.
Assets Under Management$40M
Clients48
Advisors6
Avg. per Client$840K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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