Mestmaker & Petrey Wealth Advisors (MPWA) provides investment advisory services to individuals and other clients. They offer asset management, creating tailored portfolios with various securities, reviewed quarterly. They also provide pension consulting to employer plan sponsors, assisting with retirement plan establishment and monitoring. Additionally, they offer 401(k) advice to individuals and provide a subscription newsletter with investment help.
Assets Under Management$190M
Clients345
Advisors3
Avg. per Client$550K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.65% |
Advisory fees may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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