Mwa Asset Management

MWA Asset Management (MWA) is a financial advisory firm based in Danvers, MA, established in 2006 by Randall Tavilla and Michael Capobianco. MWA specializes in providing advisory services, asset management, and financial planning tailored to individual client needs. The firm manages assets on a discretionary and non-discretionary basis, with a total of $254,208,364 managed on a discretionary basis as of March 24, 2025. MWA's fee structure starts at 1% of assets under management, with fees adjusted based on the scope of services provided. Clients may pay broker-dealer transaction fees for securities transactions. MWA no longer utilizes third-party investment advisors and does not charge performance-based fees. The firm serves individuals, pensions, trusts, estates, and charitable organizations, with a typical minimum account size of $500,000. MWA's investment strategies involve a customized approach based on client objectives, risk profiles, and other relevant factors. The firm uses internal and external research sources for asset management. MWA has no disciplinary events, and clients have access to the firm's Code of Ethics. The firm has discretionary authority over client accounts and does not have proxy voting authority over client securities. Client accounts and assets are held at independent broker-dealers, with quarterly account statements provided for review.