MS Financial offers customized investment advice to individuals, high net worth individuals, trusts, and estates. They work with clients to understand their goals, risk tolerance, and financial situation to create a suitable investment strategy. MS Financial constructs portfolios using diversified mutual funds, individual stocks, and exchange-traded funds. They monitor portfolios and may reallocate positions to meet client objectives or due to market conditions.
Assets Under Management$45M
Clients90
Advisors1
Avg. per Client$500K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
MS Financial charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 2.00%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees may be negotiable.
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