Musser Financial Planning, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Musser Financial Planning, LLC (MFPLLC) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. MFPLLC also provides comprehensive financial planning services for a fixed monthly or quarterly fee, covering areas like tax, retirement, college, and estate planning. MFPLLC primarily recommends mutual funds, ETFs, and insurance products, including annuities.
Assets Under Management$4.2M
Clients21
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.60% |
| $150K - $550K | 1.25% |
| $550K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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