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Pricing

Annual Fee: 0.5% Net Worth

Billed quarterly

$4800 minimum annual fee

$9600 maximum annual fee

Example: $1,000,000 Net Worth would equal $5000 Annual Fee ($1250 per quarter)

Effective June 14, 2019, the Massachusetts Securities Division has adopted amendments to the regulations regarding the disclosure obligations of investment advisers registered in Massachusetts.

The amendments include the requirement that all investment advisers registered in Massachusetts provide clients and prospective clients with a one-page, stand-alone Table of Fees for Services (“Fee Table”).

While the information included in MWB, LLC’s fee table is already primarily listed on this webpage, you can also access the PDF version of MWB, LLC Fee Table.

Click here to be taken to the Investment Adviser Public Disclosure website to access our most recent Form ADV.

Our most recent ADV is also available upon request and is always provided to prospective clients.

Proud Member Of

FEE ONLY NETWORK T.J. van Gerven
XY Planning Network T.J. van Gerven
NAPFA T.J. van Gerven
T.J. van Gerven CERTIFIED FINANCIAL PLANNER