MFAM

M Wealth’s RIA, M Financial Asset Management (“MFAM”), meets the needs of Member Firms who have chosen not to offer investment advisory services directly, but do have clients and prospects which require sophisticated wealth management advice.  Once a Member Firm provides the referral, M Wealth’s team takes full responsibility to complete the sales process, transfer assets and begin management of the relationship.  For the referral, Member Firms receive 15% of MFAM’s annual fee revenue.

For more information about MFAM asset management services, please contact the M Wealth Team at 800.508.1820.