MPF charges fees based on a percentage of assets under management, up to 0.20% annually for separately managed accounts. Fees are negotiable based on factors like investment types, portfolio size, and client relationship. Consulting and educational services may be provided under asset-based, hourly, or flat fee arrangements. Asset-based advisory fees may be subject to an annual minimum fee. Fees are typically calculated and billed monthly in arrears based on the value of eligible assets.
6125 Memorial Drive, Dublin, OH, 43017
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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 →Scott has ownership in Cardington Self Storage, LLC, a self-storage business, since 2017, dedicating a few hours per week to management responsibilities. He also has ownership in Brown-Gruber Ventures, LLC, a real estate management company, since February 2024, dedicating minimal time to management responsibilities.