Assets Under Management
$272.6M
Number of Clients
359
Number of Advisors
4
Average Client AUM
$759K
AUM per Advisor
$68.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
MPCA provides financial planning and consulting services covering business planning, cash flow forecasting, asset allocation, retirement planning, estate planning, and more. They also manage client investment portfolios on a discretionary or non-discretionary basis, primarily using mutual funds, ETFs, and individual securities. They may also recommend privately placed securities and digital assets to accredited investors.
| Assets Under Management | 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% |
701 Fifth Avenue, Suite 4200, Seattle, WA, 98104