Migration Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,720,044
Total clients
68
10% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
68
Average account size
$304,707
About
The firm provides wealth management, financial planning (both ongoing comprehensive and limited‑scope engagements), retirement plan services for plan sponsors, and outsourced CFO services to individuals, high‑net‑worth clients, and small businesses. It offers discretionary portfolio management together with nondiscretionary planning recommendations and education for retirement plan participants.
Its investment approach emphasizes passive management informed by Modern Portfolio Theory, combining strategic asset allocation with tactical adjustments and use of low‑cost mutual funds and ETFs; the brochure also discloses regular use of Dimensional Fund Advisors resources. The firm manages held‑away employer‑sponsored retirement plan accounts through a third‑party platform (e.g., Pontera), exercising discretion only within the plan’s available investment menu.
Distinctive features for a firm of this size include a single‑advisor structure and a recent founding date, with roughly $20.7 million in assets under management and about 68 clients, while also offering outsourced CFO services and ERISA‑aware retirement plan advice. The adviser provides multiple planning fee models (ongoing fixed‑fee, project‑based, or hourly) and notes operational limits such as separate handling and billing for held‑away plan assets on third‑party platforms.
Client services
Financial planning
Portfolio management
Retirement plan consulting, outsourced cfo, estate planning assistance
Retirement plan consulting, outsourced cfo, estate planning assistance
Fee options
Limited-scope financial planning project fees typically range from $300 to $25,000; Outsourced CFO monthly fees typically range from $1,000 to $3,000.
$0 - $260,000: Flat fee starting at $3,900 annually $260,001 - $500,000: 1.50% on first $260,000; 1.20% on $260,001 to $500,000 (blended rate) $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.55% $2,000,001+: 0.35%
Financial planning hourly rate at $300 per hour, negotiable in certain cases; Outsourced CFO services hourly rate typically $300 per hour for limited-scope projects.
Account minimum: No minimum amount of investable assets is required to receive services. Minimum fee: Flat fee starting at $3,900 annually for accounts with $260,000 or below. Fee-only: Ongoing Financial Planning fixed fees typically range from $3,900 to $15,000 annually, paid quarterly in arrears.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Migration Wealth Management, LLC
Avon IN, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
(317) 584-6448
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