MWM Advisory Group provides investment advice and financial planning to individuals. They manage investment portfolios with discretionary authority, meaning they can make trades without asking you first. They also offer financial planning services, which include analyzing your financial situation and creating a plan to help you reach your goals. MWM Advisory Group uses the Amplify Platform for back-office support and may engage sub-advisors.
Assets Under Management$21M
Clients135
Advisors1
Avg. per Client$160K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The annual fee may be higher or lower for some long-term clients, and MWM Advisory Group, LLC may offer lower fees at its discretion. Some legacy clients may be on a legacy fee schedule different from above (see your existing contract) but will be migrated to the fee schedule in the future.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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