Mash Financial Planning (MFP) manages investment portfolios and offers financial planning services. These services include retirement planning, risk management, college savings, cash flow and debt management, work benefits, and estate planning. For clients with assets above $300,000, MFP offers ongoing financial planning services at no additional cost. MFP also provides access to a financial monitoring program and tax preparation services.
Assets Under Management$8.7M
Clients36
Advisors1
Avg. per Client$240K
Avg. per Advisor$8.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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