Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
MPCA may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
MPCA charges fixed fees for financial planning and consulting, ranging from $2,400 to $12,000. For investment management clients with assets of $500,000 or more, financial planning is typically included in the investment management fees. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. A minimum annual fee of $2,500 may apply. Clients also incur charges from third parties like broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
701 Fifth Avenue, Suite 4200, Seattle, WA, 98104
Get directionsRegulatory History
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