M2

M2 is M Wealth’s solution for the largest and most complex of Member Firm clients.  A typical client family has household assets of at least $2,000,000 with multiple financial goals and often a desire to share wealth across generations.  This option enables the Member Firm RIA representative to cultivate and retain client relationship management while leveraging M Wealth to provide wealth management support and services.

M Wealth uses its sophisticated asset allocation tools to create portfolios based on the client’s financial goals and risk tolerances.  Oftentimes, for M2 clients with larger asset bases, we must implement these strategies within a number of accounts and family entities.  Via M Wealth, Member Firms are provided an outsourced solution for wealth management services such as manager selection and monitoring, portfolio construction, proposal generation, billing, and reporting.

M Wealth Responsibilities

• Marketing materials and support
• Proposal creation and marketing support
• Creation of customized investment portfolios
• Product/manager selection and access
• Ongoing product/manager due diligence
• Trading and rebalancing
• Operations assistance
• Quarterly performance and consolidated holdings reporting
• Compliance
• Fee billing

Member Firm Responsibilities

• Sales
• Ongoing relationship management
• Delivery of quarterly reports
• Compliance

Minimum Size
$2,000,000 per household