MFP, LLC provides investment advice and manages accounts on a discretionary basis for a fee based on the value of your portfolio. The firm's principal, Kendall Maddox, is an attorney and Certified Financial Planner. MFP's services are focused in the areas of estate, business and personal financial planning. Clients can choose their own broker. MFP works with individuals, charities, trusts, and estates.
Assets Under Management$40M
Clients42
Advisors1
Avg. per Client$950K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is negotiable and ranges from 0.5% to 1%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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