MPM Advisors Group manages investment portfolios and provides financial planning services. MPM develops a personal investment policy or plan with an asset allocation target based on the client's individual needs. Financial planning includes business planning, cash flow and debt management, estate planning, financial goals, insurance, and retirement planning.
Assets Under Management$120M
Clients177
Advisors2
Avg. per Client$660K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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