Both individual and joint taxable brokerage accounts, Traditional IRAs, Roth IRAs, SEP IRAs, LLCs, LPs, UGMAs, UTMAs, 401(k)’s, and irrevocable and revocable trusts are currently supported by MFWM in our Personal Portfolio program.
However, if you plan on opening an LLC, LP, UGMA, UTMA, 401(k), or irrevocable trust, please contact us at 844-408-4391 so we can assist you with the intricacies of setting up these accounts.
Personal Portfolios cannot support 403(b)'s, 529s, or profit sharing plans at this time. However, 401(k)'s or 403(b)'s from former employers typically allow you to roll those funds into a Traditional IRA without tax consequences, which we can then of course manage for you. We recommend that you consult with your tax advisor prior to attempting to roll these over.
During discussions with our financial planners, they may provide advice with respect to 401(k) and IRA rollovers into accounts that are managed by MFWM. Information regarding potential conflicts of interest are disclosed in the Form ADV.
Please note that the Hedged Equity strategy is not available in retirement accounts or for any accounts held at Charles Schwab.
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It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.