MRP Capital Investments, LLC provides personalized portfolio management and financial planning services to individuals and high-net-worth clients. Operating since 2013, the firm creates customized investment portfolios based on each client's specific risk tolerance and objectives, and monitors performance on an ongoing basis with the authority to make trades without asking first. Financial planning is offered as part of portfolio management at no extra charge, covering broad-based or targeted financial resource management. MRP Capital Investments also provides pension consulting services to employee benefit plans and advice on digital assets when appropriate. The firm utilizes cloud-based administrative tools but makes all investment decisions through its professional staff rather than automated algorithms. Client assets are held with qualified custodians such as Charles Schwab and Morgan Stanley.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Certain clients may be subject to a different fee schedule that may be higher. Family member accounts living in the same household may be combined to determine breakpoints.