Assets Under Management
$272.5M
Number of Clients
54
Number of Advisors
N/A
Average Client AUM
$5.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
MDFP provides financial planning services in coordination with discretionary investment management on a fee-only basis. Planning covers cash flow, retirement, education, estate, tax awareness, business influence, and insurance. MDFP monitors asset allocation and provides ongoing consulting based on client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
First $1,000,000 included in minimum fee. Fees are negotiable.
8383 Greenway Blvd., Suite 600, Middleton, WI, 53562