Mk3 Wealth Fees & Minimum

Overview

Headquarters: Cherry Hill, NJ
Total Firm Assets: $113 million
Average High-Net-Worth Client Portfolio Size: $2.7 million

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-04-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$10,000,000	1.00%
$10,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	$53,750	1.08%
$10 million	$103,750	1.04%
$50 million	$403,750	0.81%
$100 million	$778,750	0.78%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 69.62%
Number of High-Net-Worth Clients: 29
Total Client Accounts: 223
Discretionary Accounts: 223

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 305760

DISCLOSURE BROCHURE (2026-04-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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