Assets Under Management
$1.5B
Number of Clients
2,305
Number of Advisors
4
Average Client AUM
$651K
AUM per Advisor
$374.9M
Compensation
Fee-Only (AUM)
M Wealth is an SEC Registered Investment Adviser providing ongoing advice and monitoring of investments. They offer the Managed Portfolio Program, a wrap fee program, through Financial Professionals. M Wealth selects securities using risk-based model portfolios, primarily mutual funds and ETFs, aiming for comprehensive market representation and diversification.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.36% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.32% |
| $3M+ | 1.27% |
Fees are for Schwab as custodian. A minimum annual platform fee of $25 will be charged if the billable value of the account falls below $31,250. Fees are negotiable.
1125 NW Couch St, Ste 900, Portland, OR, 97209