Chelsea Heintschel is a CFP-designated registered investment advisor at Mpm Wealth Advisors, based in Holland, OH, with 10 years of industry experience. Chelsea 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
7429 International Drive, Suite A, Holland, OH, 43528-8623
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mpm Wealth Advisors
State Registrations3 states
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