MSM Financial Strategies offers investment management and financial planning services. They create investment portfolios based on a client's individual needs and goals. Financial planning services include evaluating a client's current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. MSM also offers consulting services on specific financial topics.
Assets Under Management$34M
Clients34
Advisors3
Avg. per Client$1M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.70% |
| $200K - $300K | 0.40% |
| $300K+ | 0.20% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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