Massie Financial Planning Inc. offers investment advice tailored to clients' needs, including asset allocation strategies for managed assets. Clients can restrict investments in certain securities. The firm also provides financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization. MFP provides these services through its Investment Advisory Representatives to accounts opened with MFP.
Assets Under Management$66M
Clients45
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Retirement Plan Services have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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