Mirretti Perryman Wealth Strategies (MPWS) provides investment advice and portfolio management tailored to clients' needs. MPWS offers discretionary portfolio management services using risk-based and tax-advantaged model portfolios or multi-sleeve model portfolios. MPWS also offers financial planning and consulting services covering areas like cash flow, retirement, tax, insurance, and estate planning. Clients with $500,000+ managed by MPWS receive a basic financial plan at no additional charge. MPWS participates in a wrap fee program.
Fee Structure
Mirretti Perryman Wealth Strategies (MPWS) offers investment management as part of a wrap fee program, where brokerage commissions and transaction costs are included in one asset-based fee. MPWS also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion.