MPI Wealth Management is an investment management firm that provides investment advisory services on a discretionary basis, and may consider non-discretionary arrangements. MPI Wealth also serves as a sub-advisor to various domestic entities. MPI Wealth uses investment questionnaires and client interviews to determine client suitability. Investment advice is based on investment analysis and research performed by MPI Wealth’s investment managers.
Assets Under Management$240M
Clients208
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$79M
www.mpiwealthmanagement.com ·www.linkedin.com/in/davepequet ·www.linkedin.com/in/matt-pequet-49212b122
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
MPI Wealth charges a percentage of your portfolio each year, up to a maximum of 1.0%. This fee is negotiated individually with each client. Fees are paid quarterly in advance. MPI Wealth has a minimum account size of $1 million, but this may be waived at MPI Wealth's discretion.
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