MP3 Finance LLC provides portfolio management, financial planning, financial coaching, and tax optimization services. MP3 Finance tailors its services to each client's needs, goals, and risk tolerance. The firm's process includes an initial consultation, personalized financial plan development, ongoing review and adjustments, and client education.
Assets Under Management$500K
Clients11
Advisors1
Avg. per Client$45K
Avg. per Advisor$500K
Fee Structure
MP3 Finance offers subscription-based financial planning for $200 per month. This includes ongoing access to financial advice, periodic reviews of your financial plan, and updates as needed.
- Comprehensive financial plan — $500, includes analysis of your current financial situation, identification of short and long-term objectives, and strategic recommendations.
- Retirement analysis — $500, includes an in-depth analysis of your current retirement savings, projected future income needs, and the development of strategies to ensure a comfortable retirement.
- Financial planning session — $100/hour, for specific questions or concerns about your financial situation.
Annual Retainer:$2,400/year
One-Time Plan:$500
Hourly Rate:$100/hr
Loading...