MSM Financial offers comprehensive financial management, including financial planning and tax services. Financial planning covers goals, net worth, cash flow, retirement, risk management, investments, employee benefits, and estate planning. Investment management is provided through a sub-advisor, Asset Dedication, where MSM helps clients select appropriate investment strategies and serves as the main point of contact.
Assets Under Management$14M
Clients23
Advisors1
Avg. per Client$610K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
MSM charges 0.3% annually and the sub-advisor, Asset Dedication, charges 0.3% annually. Total annual fee is 0.6%. Fees are negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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