Madison Park Capital Advisors (MPCA) provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable entities, and small businesses. MPCA manages investment portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. They tailor their services to meet individual client needs and consider risk tolerance, time horizon, and liquidity constraints. MPCA may recommend clients engage them for additional services, its Supervised Persons in their individual capacities as insurance agents or registered representatives of a broker-dealer, and other professionals to implement its recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
MPCA, in its sole discretion, may negotiate to charge a lesser fee based upon certain criteria.