Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $300 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: MFP FORM ADV PART 2A (2026-08-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.50% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 34.52%
- Number of High-Net-Worth Clients
- 34
- Total Client Accounts
- 340
- Discretionary Accounts
- 294
- Non-Discretionary Accounts
- 46
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 172577
- MFP FORM ADV PART 2A (2026-08-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗