M Holdings Securities is a registered investment advisor that provides services through a network of financial professionals. These professionals offer investment management, including wrap fee programs and discretionary account management, retirement consulting, and financial planning. M Holdings Securities acts as a fiduciary, striving to put clients' best interests first and providing full disclosure of any potential conflicts of interest.
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.