MPM Financial Corporation offers investment management services where they determine investment goals, risk tolerance, and time horizons to create investment strategies for clients. They also offer financial consulting services at no additional cost to investment management clients. MPM also provides services to qualified retirement plans, including advising plan sponsors on investment decisions.
Assets Under Management$30M
Clients66
Advisors1
Avg. per Client$450K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Accounts within the same household may be combined for a reduced fee. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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