$4,800 minimum annual fee
$12,000 maximum annual fee
Annual Fee: 0.5% Net Worth
$500,000 Net Worth would equal $4,800 Annual Fee
$1,000,000 Net Worth would equal $5,000 Annual Fee
$5,000,000 Net Worth would equal $12,000 Annual Fee
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.