Miami Valley Portfolio Management INC

Assets Under Management

$189.0M

Number of Clients

714

Number of Advisors

4

Avg. Portfolio per Client

$265K

Avg. Managed per Advisor

$47.3M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Miami Valley Portfolio Management (MVP) offers ongoing investment management services, allocating client assets among mutual funds, exchange-traded funds, stocks, and bonds. MVP uses tactical asset allocation based on market trends and may use short and leveraged strategies. MVP offers several investment models and can adjust strategies as needed. Clients can impose reasonable investment restrictions. MVP does not provide financial planning, estate planning or unrelated consulting services.

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual fee is 2.0%. This fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
Areas of Practice
Investment Management
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Location

475 Arlington Road, Brookville, OH, 45309

4 Advisors at this firm

Miami Valley Portfolio Management INC | TrueAdvisor