MSP Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, partnerships, corporations, and other business entities. MSP offers ongoing portfolio management and financial planning through its wrap fee program. It also offers financial planning and consulting services on an annual retainer or one-time consulting basis, covering topics like budgeting, retirement, and estate planning. MSP may recommend other professionals, including its affiliated accounting firm, but clients are not obligated to use them. MSP does not offer portfolio management services for an unbundled fee.
Fee Structure
MSP Wealth Management offers investment management services exclusively through its wrap fee program. The fee covers investment advice, custodial services, and trade execution. The firm does not offer investment management services separately from the wrap fee program.