Provide advisors with client quarterly reports in a timely fashion.
Calculate clients quarterly Management fees, prorated for inflows and out flows, and provide billing statements.
Collect, process and payout quarterly fees without delay.
We provide downloads, weekly reconciliations and daily transaction updates and reports through Schwab and TD Ameritrade.
Account setup with Schwab and TD Ameritrade
Account setup on client management system
Account transfer follow-up and reconciliation
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.
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