Minneapolis Portfolio Management Group (MPMG) manages investment portfolios, primarily consisting of equity securities, for individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, government entities, insurance companies, and other institutions. MPMG uses an "All-Cap Value" strategy, looking at small-, mid- and large-cap companies, both domestic and abroad. Clients can place restrictions on their portfolios. MPMG also provides investment advice through wrap programs and model-based managed account programs.
Assets Under Management$900M
Clients1,782
Advisors3
Avg. per Client$510K
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $5.0M | 1.60% |
| $5M+ | 1.40% |
Fees are negotiable and may vary significantly from client to client. MPMG may aggregate related accounts for purposes of the fee break points.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...