MVK Financial Planning provides financial planning and investment management services to individuals, trusts, estates, organizations, pension plans, and small businesses. MVK is a fee-only firm and does not sell commissioned products. The firm offers financial planning, investment management, and hourly planning services. MVK may also advise clients on assets held in employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Client relationships may exist where the fees are higher or lower than the fee schedule above. Clients with assets below a minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management. Fees are negotiable. Clients receiving ongoing asset management services may be assessed a $500 minimum annual fee. MVK has the discretion to waive the minimum annual fee.