| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
9840 Westpoint Drive, Suite 150, Indianapolis, IN, 46256
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Michael is a managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. He dedicates about half to nearly full-time to this business.