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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.0%. This fee is negotiable.
Fee Estimator
Areas of Practice
Location
475 Arlington Road, Brookville, OH, 45309