Check the background of this financial professional on FINRA's BrokerCheck.

Our Fee for Services

A. Discovery Fee $750-$1,500. One time fee.
B. Yearly planning fee $1,500-$2,500*

  • *This fee is reduced 50% with managed assets of $250,000. The fee is eliminated with managed assets over $500,000.
• Sign a Letter of Agreement

For clients with managed assets
A. Account Management**: .90% of assets up to $500,000
.85% of assets between $500,000-$1 million
.75% of assets between $1-$2.5 million
.65% of assets over $2.5 million

**This is the fee schedule paid to MWM. There may be other institutional costs depending on the overall strategy determined by you and your advisor.

Compensation for Insurance
As an independent company we are completely objective in our recommendations. We have access to major companies in the industry and can assist you in finding quality products to meet your objectives. There is no additional fee for this service. All product related compensation comes from commissions already built into the products themselves.

Advantages of the Planning Fee Only Service to clients.
  1. The ability to work with MWM without having to give us your assets. In many cases a prospective client may have their assets tied up in a company retirement account.
  2. Many financial firms will not work with prospective clients who do not bring significant assets with them. We realize the need for people to have access to a financial professional just as if they were the advisors top clients.
  3. Review your outside assets and guide you accordingly.
  4. Offer you the same services and support as with our top clients
  5. Hold two scheduled meetings with you per year
  6. Have two scheduled calls with you per year
  7. Address your concerns and answer questions
  8. Access to our client educational events
  9. Receive our financial communications.
  10. You deserve to have a financial professional work with you.

Depending on one's individual situation, a fee based account may not be suitable for all investors. Speak with a Financial Advisor to determine the most appropriate financial account for you, given your financial circumstances. There is no guarantee a fee-based account will outperform a commission based. Investing involves risk including the potential loss of principle. Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC, and Registered Investment Adviser. Insurance services offered through Mappa Wealth Management which is not affiliated with Woodbury Financial Services, Inc. Neither Woodbury Financial Services, Inc., nor its representatives or employees provide legal or tax advice.
 
Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  
E-mail: info@mappawm.com

Locations:

2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611

201 W. Springfield Ave
Suite 903,
Champaign, IL 61820


We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
MWM Brochure
MWM Newsletter


Upcoming Events


 
 
 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury Financial Services, Inc.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

*Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, IA, KS, MI, MN, MO, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.