Evelyn Perez is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, GA, with 4 years of industry experience. Evelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
8000 Avalon Blvd., Ste 100, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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