MSM Financial Strategies provides continuous investment supervision, portfolio management, and financial planning services to individuals, high net worth individuals, and charitable organizations. MSM Financial Strategies develops personalized investment policies based on each client's individual objectives, time horizons, risk tolerance, and liquidity needs. Client portfolios are managed on either a discretionary or non-discretionary basis. In addition to investment management, MSM Financial Strategies offers comprehensive financial planning covering personal records, tax and cash flow analysis, investments, insurance, retirement, death and disability, and estate planning coordination. Clients also have access to targeted consulting services for specific financial and investment concerns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.70% |
| $200K - $300K | 0.40% |
| $300K+ | 0.20% |
Fees are negotiable on a client-by-client basis. Pre-existing clients may be subject to grandfathered fee schedules and account minimums.