Modern Portfolio Management, operating as MPM Wealth Advisors, is a registered investment advisory firm based in Holland, Ohio, providing personalized investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes Modern Portfolio Theory to build and manage diversified portfolios primarily consisting of low-expense mutual funds, exchange-traded funds, and variable annuity subaccounts, tailored to each client's specific financial situation, risk tolerance, and time horizon. In addition to discretionary and non-discretionary investment management, the firm offers traditional and extended financial planning, project-based consulting, ERISA retirement plan services, and third-party manager referral services. Modern Portfolio Management emphasizes a fiduciary commitment to act in clients' best interests while managing potential conflicts of interest associated with outside business activities and preferred custodial relationships with Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are negotiable up to the maximum rate based on various criteria. A flat fee option is available for households with at least $1,000,000.