Margo Park Financial provides investment management based on individual client goals and risk tolerance. They create investment policy statements and construct portfolios to match each client's situation. MPF also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. MPF primarily recommends asset allocation using mutual funds, ETFs, and other securities.
Assets Under Management$28M
Clients64
Advisors3
Avg. per Client$440K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $3.5M | 1.10% |
| $3.5M - $4.0M | 1.00% |
| $4.0M - $4.5M | 0.90% |
| $4.5M - $5.0M | 0.80% |
| $5.0M - $5.5M | 0.70% |
| $5.5M - $6.0M | 0.60% |
| $6.0M - $6.5M | 0.50% |
| $6.5M+ | 0.40% |
Fees are generally non-negotiable, except for financial planning fees. Donor-Advised Funds: 1.50% on all assets. Business Accounts: 0.50% on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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