Moran Wealth Management (MWM) provides financial planning, consulting, and investment management services. MWM manages investments using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and alternative investments. MWM also provides advice on existing investments like variable life insurance, annuity contracts, and assets in employer-sponsored retirement plans. MWM tailors its services to each client's needs, considering their risk tolerance, time horizon, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
These fees apply to the Dynamic Income Allocation Portfolio. For the majority of the Firm’s strategies, the management fee varies between 0.10% and 1.25%, depending upon the size and composition of a client’s portfolio, the type and amount of services rendered, and the individual(s) providing the services. Concentrated Value Portfolio: 1.00%
