MSM Advisory offers advice on cash flow, debt management, risk management, retirement planning, education funding, and estate planning. They assist clients in managing their portfolios by recommending third-party investment managers. MSM Advisory also offers educational workshops. They work with clients in a non-discretionary manner, allowing the client to have full knowledge and the final authority on how their assets are managed.
Fee Structure
MSM Advisory does not directly manage investments. Instead, they recommend third-party investment managers. The fees for these managers range from 0.75% to 1.75% per year, depending on the program, strategies, holdings, account size, and services. MSM Advisory receives 0.50% to 1.50% of this fee for their consultation services and review of the manager relationships.