MPM Wealth Advisors offers personalized investment advice and financial planning through its representatives. Services include portfolio management, model portfolios, and financial planning (traditional and extended). MPM representatives may have outside business activities, but advisory services are provided through MPM. MPM acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Fee Structure
MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.