Overview 2016-10-26T17:13:11+00:00

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%