By using our Model Wealth Portfolios platform, we can spend more time on you—more time looking at your situation, needs, and goals and providing you with the services you want and need to potentially reach those goals. Our goal is to spend more time looking at your situation, needs, and goals, and providing you with the services you want and need to potentially reach those goals.

 

 

First, you’ll meet with your Advisor for a personal consultation and to determine if MWP is the best fit for you. 

 If this one on one approach speaks to you as an investor, see our requirement below to get started:

  • Minimum Investment - $25,000

  • No Ticket Charges, Trading Fees or IRA Fees

  • Mutual Funds and Exchange-Traded Products (ETFs)

  • Advisor Fee – 1%-2%, Depending on Overall Assets Under Management

  • MWP Program Fee – 0.08%-0.35% Depending on Account Assets

  • Fully Managed through the Portfolio Strategist.