MWM’s services include:
- Semi-annual reviews of your portfolio
- Ability for you to view electronically the value of your MWM portfolio, through the client’s exclusive access
- Personal client service through our client relationship management team
- Cash account privileges, which enable you to:
- Write checks
- Make wire transfers from your account
- Obtain a debit and/or credit card
- Receive monthly statements
Fees and Account Features
The annual fee for investment supervisory services will be charged as a percentage of assets under management, according to the schedule below:
| Assets under Management | Annual Fee(Charged Quarterly in Advanced ) |
| $350,000 – $749,999 $750,000 – $1,249,999 $1,250,000 – $3,499,999 $3,500,000 – $5,999,999 $6,000,000 – $10,000,000 |
1.75% 1.50% 1.25% 0.95% 0.85% |
