Mpm Advisors Group LLC

Fee-Only (% of Portfolio)Fixed/Hourly

MPM Advisors Group builds and manages personalized investment portfolios based on each client's individual goals, risk tolerance, and time horizon. The firm primarily uses passive investment strategies, focusing on index mutual funds and exchange-traded funds to create diversified portfolios. In addition to investment management, MPM Advisors Group offers comprehensive financial planning covering areas such as business planning, cash flow and debt management, estate planning, insurance reviews, retirement projections, and educational seminars. The firm works with individuals, high-net-worth clients, corporations, and retirement plans, and does not require a minimum account size to get started.

Assets Under Management$120M
Clients177
Advisors2
Avg. per Client$660K
Avg. per Advisor$58M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm