Millennial Wealth Management (MWM) provides investment advisory services through third-party money managers. MWM helps clients select an appropriate investment strategy, interacts with the outside manager, and reviews their performance. MWM also offers comprehensive financial planning covering retirement, risk management, college savings, and estate planning. Financial planning is offered with no obligation to engage in asset management. Hourly financial planning is also available.
Assets Under Management$30M
Clients90
Advisors2
Avg. per Client$330K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The above fee schedule does include the Outside Manager’s fee. The Outside Manager’s fee is 0.15% annually, on the assets under management. The management fee includes Pontera's 0.25% fee. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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