Miami Valley Portfolio Management (MVP) provides ongoing investment management to clients, allocating assets among mutual funds, exchange traded funds, stocks, and bonds. MVP uses market trends to adjust client portfolios and may use short and leveraged strategies. Clients can provide investment restrictions in writing. MVP does not provide financial planning, estate planning or unrelated consulting services.
Assets Under Management$190M
Clients714
Advisors4
Avg. per Client$260K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.0% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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