Make the Memory Financial Planning (MMFP) provides investment management and financial planning services to individuals, families, and businesses. MMFP creates investment plans based on your goals and risk tolerance. They can manage your investments for you or provide financial planning as a separate service, covering areas like retirement, education, and estate planning. MMFP also offers sub-advisory services to other registered investment advisors.
Fee Structure
MMFP offers investment management services for a fee. You can choose to pay either a percentage of your portfolio's value or a fixed fee. The percentage-based fee will not exceed 1.50% annually. If you choose the fixed-fee option, it typically ranges from $3,000 to $25,000 per year, depending on the complexity of your situation. Fees are billed in advance at the beginning of each quarter.