Matthew Leskovar is a CFP, PFS-designated registered investment advisor at Mpm Wealth Advisors, based in Grand Rapids, MI, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.
Location
2090 Celebration Dr NE Ste 210, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an owner and CPA with Leskovar Financial, providing tax and accounting services. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Mpm Wealth Advisors
State Registrations2 states
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