MP Townsend Inc. provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning services, which include reviewing your will, estate plan, investments, taxes, and insurance. MP Townsend Inc. also holds seminars and workshops to educate the public on investments.
Assets Under Management$5.4M
Clients46
Advisors1
Avg. per Client$120K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual investment advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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