Minas Financial Planning (MFP) provides financial planning services on topics like retirement, risk management, college savings, and estate planning. MFP also assists clients in selecting and reviewing third-party investment managers. MFP does not directly manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Annual fees are negotiable and will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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