Assets Under Management
$2.2B
Number of Clients
2,871
Number of Advisors
17
Average Client AUM
$759K
AUM per Advisor
$128.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
MFWM offers nondiscretionary advice (financial review, counseling, financial planning, model delivery) and discretionary account management through its Personal Portfolio Program. Services are based on client profiles and may be adjusted with financial planner interaction. Model Delivery Services are for institutions, not individual clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
This fee schedule applies to Stock-Based Model Portfolios. Index-Based Model Portfolios have a different fee schedule.
2000 Duke Street, Second Floor, Alexandria, VA, 22314