Make Way Wealth Management
Make Way Wealth Management (CRD# 301995) is a financial advisory firm headquartered in , . They manage $45,941,304 in 339 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Make Way Wealth Management
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts339ACCOUNTS
-
Average Account Value$135,520
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, SD
Financial Advisors at Make Way Wealth Management
No Advisor Found.
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