May Tree Financial Planning (MTFP) manages investment portfolios and offers financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. MTFP also provides educational seminars. MTFP tailors services to each client's Investment Policy Statement, which outlines their financial situation and risk tolerance.
Assets Under Management$5.3M
Clients11
Advisors1
Avg. per Client$490K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$1K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...