Millennial Financial Planning (MFP) offers financial planning and investment management services. MFP works with clients to create personalized investment plans and manage their portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. MFP may recommend third-party investment managers but doesn't receive compensation from them.
Assets Under Management$260K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$260K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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