MB Financial Planning (MBFP) offers comprehensive financial planning and investment management services. MBFP works with clients to design and monitor a financial plan, reviewing goals, net worth, cash flow, insurance, and investments. MBFP also provides discretionary investment advisory services, managing client accounts based on their goals and risk tolerance. One-time financial plans and tax preparation services are also available.
Assets Under Management$5.7M
Clients59
Advisors1
Avg. per Client$96K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.00% |
The annual fee will not exceed 3% of assets under management. If the calculated fee does exceed 3% AUM, then MBFP will track tasks and hours and earn the fees based on hours worked, based on an hourly rate of $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...