Music Row Wealth Management offers investment management based on clients' financial situations and goals. They allocate investments across various asset classes using mutual funds, ETFs, stocks, and fixed income securities. They also offer financial planning services covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. Clients can choose to implement these recommendations themselves.
Assets Under Management$400M
Clients327
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Standard fixed income fee is 0.30% per annum. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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