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Mpm Wealth Advisors
Holland, Ohio
3.0
2 Reviews
MPM Wealth Advisors, based out of Holland, OH, is a prominent investment advisory firm with a local presence and a track record of success. With 20 dedicated employees, MPM Wealth Advisors offers comprehensive investment advisory services to its diverse client base. They manage an impressive average of approximately $124,860,000 in assets under management per investment advisor, aligning with the industry average.
MPM Wealth Advisors adopts a flexible compensation structure, incorporating various models such as a percentage of assets under management and fixed fees. This allows them to cater to the unique needs and preferences of...see more
Assets Under Mgmt
$665M
Investment Professionals
20
Locations
11
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other: MODEL PORTFOLIO PROVIDER
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Mpm Wealth Advisors
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