Midwest Professional Planners, Ltd.
Assets Under Management
$554.3M
Number of Clients
771
Number of Advisors
12
Average Client AUM
$719K
AUM per Advisor
$46.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
MPPL Financial provides financial planning, investment management, business consulting, retirement plans, tax planning, estate planning, and risk management services. They offer tailored financial planning services on a flat fee or hourly basis, and asset management services on a discretionary basis. They also offer retirement coaching and divorce planning services.
Fee Structure
Financial planning fees range from $2,500 to $25,000 depending on the scope and complexity. Hourly planning fees range from $50 to $600 per hour. Asset management fees are a maximum of 2.5% of assets under management and are negotiable. Sub-adviser services through Betterment platform have a maximum fee of 1.5%. Divorce planning services have an initial retainer of $2,500, with hourly rates for administrative time at $75, consultation and preparation at $250, travel time at $75, and court/arbitration/hearing at $250.
Areas of Practice
Location
2610 Stewart Avenue, Suite 100, Wausau, WI, 54401