MWM Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$248,631,180
Clients
328
19% high-net worth
Advisors
2
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
164
Very HighAverage account size
$758,022
About
MWM Group LLC provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit‑sharing plans, foundations, and corporations, overseeing roughly $431 million in discretionary assets. The firm generally requires a minimum account (typically $25,000, with a higher minimum for its wrap program) and delivers both one‑off planning engagements and ongoing portfolio management for individual clients.
MWM Group primarily manages client accounts on a discretionary basis using proprietary asset‑allocation models delivered through several strategies: a Managed Account Program that selects third‑party managers (frequently via Schwab’s managed‑account platform), a mutual fund‑focused Frontier Program, and an ETF‑based Advisor Program. The firm recommends Schwab as custodian, aggregates trades when appropriate, performs at least annual reviews, and offers a wrap‑fee option that bundles certain transaction costs into the management fee.
Compared with many peers, MWM Group sponsors its own wrap fee program and acts as the sole portfolio manager within that program, receiving a portion of wrap fees and acknowledging related conflicts of interest. The firm also discloses that certain professionals are registered representatives of a broker‑dealer and may earn commissions and 12b‑1 fees, and that some professionals are licensed insurance agents who may receive insurance commissions; these compensation arrangements and the firm’s receipt of soft‑dollar benefits from its custodian are noted and managed through disclosures and internal policies.
Client services
Expertise
Fee options
Fixed financial planning fees range between $2,000 and $10,000, negotiable based on complexity.
0.35% to 2.50% per annum (negotiable, based on account size, complexity, and other factors)
Certain professionals registered representatives receive customary commissions and 12b-1 fees for sales of securities recommended to clients through affiliated broker-dealer; these are separate from advisory fees.
Financial planning hourly charges range from $200 to $500 per hour (brochure) or $400 per hour (wrap brochure) depending on engagement and professional.
Account minimum: $25,000 for standard accounts; $250,000 for wrap fee program accounts (both minimums may be waived at firm's discretion) Fee-only: Advisory fees charged as percentage of assets under management, negotiable within stated ranges; no commissions included in advisory fees.
Main office location
MWM Group LLC
335 Washington Ave
Cedarhurst NY 11516, United States
Number of offices
1
Most active in
Florida · Maryland · New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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