MOK Financial Planning & Tax, Inc. offers investment advice tailored to clients' needs. They provide portfolio management services, where they create and monitor investment portfolios based on your goals and risk tolerance. Financial planning is included with portfolio management. They also offer tax preparation services for a separate fee. MOK Financial Planning & Tax does not participate in wrap fee programs.
Assets Under Management$45M
Clients78
Advisors1
Avg. per Client$580K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.50% |
| $249K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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