Quarterly Reports & Billing
Provide advisors with client quarterly reports in a timely fashion.
Sample Quarterly Report
Calculate clients quarterly Management fees, prorated for inflows and out flows, and provide billing statements.
Collect, process and payout quarterly fees without delay.
Downloads & Daily Transaction Updates
We provide downloads, weekly reconciliations and daily transaction updates and reports through Schwab and TD Ameritrade.
Account Setup & Follow-up
Account setup with Schwab and TD Ameritrade
Account setup on client management system
Account transfer follow-up and reconciliation
Asset Allocation & Client Presentation
Current asset allocation vs. proposed
Fund Cost Analysis
Fund Performance Analysis
MPM works off of a flat percentage rate rather than a basis point charge to allow for more flexibility when negotiating with larger accounts and lower fee structures.
Trading through Schwab & TD Ameritrade
Schwab & TD Ameritrade Website Training: Allows advisors to view accounts and locate and print forms daily.
Schwab & TD Ameritrade Customer Paperwork Training: Educates advisors on proper paperwork requirements.
DFA Reprints and Fees
Reprints of DFA articles View a reprint.
Fees: MPM works off of a flat percentage rate rather than a basis point charge to allow for more flexibility when negotiating with larger accounts and lower fee structures.
Our job is to build a portfolio that matches your needs, monitor your investments and refine your wealth management plan as your goals and needs change over time.
We work to meet your needs over time by assembling and coordinating a network of professionals, beyond investment services, such as attorneys and accountants, to develop and maintain a holistic wealth management plan.
Whether you want to pass your wealth on to future generations or leave a charitable legacy, we will work to ensure your plan is upheld using tax-efficient methods.