Michael Pappas Advisor LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client. MPALLC primarily recommends large and mid-cap value stocks, both invested in directly and through ETFs and mutual funds. The firm does not participate in wrap fee programs.
Assets Under Management$10M
Clients20
Advisors1
Avg. per Client$520K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Minimum advisory fee of $500 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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