Maisch Financial Partners (MFP) provides financial planning, consulting, and investment management services. Financial planning covers retirement, income, investment, tax, healthcare, and legacy planning, often alongside investment portfolio management. MFP manages investments by allocating client assets among independent investment managers, tailoring services to individual client needs and risk tolerance. MFP also offers education services to non-profit organizations as part of its institutional consulting services.
Fee Structure
Maisch Financial Partners (MFP) offers wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.85% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter.