Ministry Partners Securities, LLC
Assets Under Management
$15.2M
Number of Clients
115
Number of Advisors
5
Average Client AUM
$132K
AUM per Advisor
$3.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ministry Partners Securities, LLC provides financial, wealth planning, and investment advisory services tailored to individual needs based on income, net worth, age, investment objectives, and religious or ethical values. They employ an explicitly Christian approach to financial management and investment advice.
Fee Structure
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
Location
One Pointe Dr.,, Suite 205, Brea, CA, 92821