Midwest Professional Planners, LTD.
MPPL Financial provides financial planning, investment management, and consulting services to individuals, businesses, trusts, retirement plans, and charities. Financial planning covers retirement, tax, estate, and risk management. Investment management is offered on a discretionary basis. MPPL also offers retirement coaching modules and divorce planning services. MPPL may recommend Betterment as a sub-advisor.
Fee Structure
MPPL Financial manages investments for a fee based on a percentage of your portfolio. The maximum fee is 2.5% annually. Fees are negotiable. MPPL also offers sub-advisory services through Betterment for a maximum fee of 1.5% annually. Clients paying more than $12,000 annually in investment management fees may have ongoing planning fees reduced or waived.