My Wealth Management, Inc
DBA: My Wealth Management, Inc.
12410 MILESTONE CENTER DRIVE, Germantown, Maryland 20876
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Under Management $500,000 or Less Annual % Under $500,000 Flat 1.20% Assets Under Management Above $500,000 Annual % First $1,500,000 0.89% $1,500,001 and above 0.40% ADV Part 2A – Firm Brochure Page 7 MY Wealth Management, Inc. on cash. In rare cases, our firm will
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.