Ready to get started investing? Already have investment accounts?
Whether you are a 1st time investor or an existing investor, we got you covered. At MWMA, LLC every portfolio is going to be tailored to the clients goals in life. We take everything into consideration when developing the right portfolio to fit your needs.
MWMA, LLC also uses TD Ameritrade as our custodian which allows our clients to hold their own account. The only access we have to your account is for investment management purposes.
We offer a couple of our major account types the ability to open them up online for simplicity. If you don’t see the account type you want to open, just give us a call or schedule an appointment.
We can open the following accounts online:
Cost
So what does it cost to have a professionally managed portfolio? At MWMA, LLC we have built our company on being fully transparent in all fees we charge to the client. The way fees are charged to a client are tiered based on the quarter-end value of your account. For example if you had $1,000 in your account at the end of the quarter we would charge $1,000 x .25% =$2.50 or $10/year for a professionally managed account!
Account Value……….. Annual Advisory Fee
$0-$500,000……….. 1.00%
$500,001-$1,000,000……….. 0.75%
$1,000,001 and above……….. 0.5%
