Modern Wealth Management (MWM) helps clients build, manage, and preserve their wealth. MWM offers investment management services for a fee based on a percentage of assets managed. MWM constructs portfolios based on client's financial situation, investment objectives, risk tolerance, and time horizon. MWM also offers modular planning services including financial planning, tax planning, estate planning, and insurance needs analysis.
Assets Under Management$6.1B
Clients6,716
Advisors116
Avg. per Client$920K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
116 Advisors at this firm
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