Mps-Loria Financial Planners,llc
Assets Under Management
$751.4M
Number of Clients
673
Number of Advisors
4
Average Client AUM
$1.1M
AUM per Advisor
$187.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MPS LORIA Financial Planners, LLC offers investment advisory services and financial planning. They conduct client interviews to determine needs and risk tolerance. The firm manages assets using an open architecture strategy and may use sub-advisors. They also offer pension consulting services to employee benefit plans.
Fee Structure
Financial planning is billed at $200 per hour, but a supervisor can lower the rate. Managed account fees are based on a percentage of assets under management (see table). Fees for accounts holding CDs and certain fixed income will be determined on a case-by-case basis. Pension consulting fees have a maximum of 1.00%. If a sub-advisor is used, the maximum combined fee is 3%.
Areas of Practice
Location
7500 South County Line Road, Burr Ridge, IL, 60527-6955