VH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
115 clients
Average Client Portfolio
$132K average
Assets Under Management
$15.2M
Fee Structure
Minimum Investment:$25K
Financial Plan Fee:$400 - $1,600
Hourly Rate:$165/hr
MPS offers financial planning services with fees ranging from $400 to $1,600, depending on the complexity and details of the plan. Annual review fees range from $100 to $400 based on the initial financial planning level of service. Hourly consultations are available at $165 per hour. Asset-based fees for third-party money managers range from 1.00% to 2.20% of the total value of assets. Fees are negotiable based on various factors.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
One Pointe Dr, Suite 205, Brea, CA, 92821
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ministry Partners Securities, LLC
June 2014 - Present · 11 yrs 7 mos
Ministry Partners Securities, LLC Broker
March 2012 - Present · 13 yrs 10 mos
Previous Registrations
Strongtower Financial, INC.Broker
November 2006 - December 2011 · 5 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - February 2006 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2005 - February 2006 · 5 mos
State Registrations13 states
AZCACODCFLGAIDILNVOHPASCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.