Milieu Personal Finance provides financial planning and investment advice to individuals and high net-worth individuals. Milieu is a fee-only firm, meaning it only gets paid by its clients for its services. Financial planning services are available through ongoing comprehensive planning or one-time project-based planning. MPF may recommend third-party investment advisors to assist with the management of client accounts.
Assets Under Management$42K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$42K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
This fee is charged by Betterment, where MPF requires clients to establish accounts to execute transactions.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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