Modern Financial Planning (MFP) offers investment management and financial planning services. MFP manages investment portfolios based on clients' goals and risk tolerance. MFP also provides comprehensive financial planning, covering cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. MFP also offers project-based financial planning for specific needs.
Assets Under Management$110M
Clients79
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$55M
www.linkedin.com/company/modern-financial-planning ·www.modernfp.com ·www.facebook.com/modernfinancialplanning
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
Fees may be negotiable based on complexity or assets under management. Clients with less than $500,000 in assets may be charged a financial planning fee instead, which includes investment management at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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