Minerva Planning Group (MPG) offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. MPG creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs), often utilizing Dimensional Fund Advisors (DFA) funds. MPG also provides financial planning services covering investment planning, retirement planning, and education savings. Clients are not obligated to implement any recommendations.
Assets Under Management$240M
Clients122
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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