Meramec Financial Planners (MFP) provides asset management services by determining investment goals, risk tolerance, and time horizons. MFP offers both discretionary and non-discretionary asset management. They also offer financial planning and consulting services, including cash flow analysis, retirement strategy, tax reduction strategy, and estate preservation. MFP also provides services to retirement plans.
Assets Under Management$1.1B
Clients474
Advisors7
Avg. per Client$2.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.25% |
| $75M+ | 0.25% |
Fees negotiable for accounts over $75,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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