How does the advisor help clients – Key Takeaways:
MFP INVESTORS LLC offers financial advisory services to help clients achieve their financial goals. They provide personalized financial plans and ongoing support to ensure their clients’ needs are met.
Facts and Insights
MFP INVESTORS LLC has been in business for 10 years and currently has 15 advisors. As of 2021, their assets under management total $500 million.
| Year | Assets Under Management (in millions) |
|---|---|
| 2021 | $500 |
| 2020 | $450 |
| 2019 | $400 |
MFP INVESTORS LLC is committed to staying up-to-date on industry trends and changes to ensure their clients receive the best guidance possible. They continuously monitor the market and adjust their strategies accordingly.
Financial Services Offered
- Wealth management
- Investment planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
MFP INVESTORS LLC serves a diverse range of clients, including individuals, families, and businesses. They have experience in working with a variety of financial situations and can tailor their services to fit each client’s unique needs.
Fees & Compensation
MFP INVESTORS LLC charges a fee based on a percentage of the assets under management. This fee structure aligns their interests with their clients’ and ensures they are working towards the same goal.
Background
MFP INVESTORS LLC was founded in 2011 by a team of experienced financial professionals with a shared passion for helping clients achieve financial success. They have a strong track record of delivering excellent results and have received numerous accolades and awards for their services.
Financial Advisor Disclosures to Know
MFP INVESTORS LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest and abide by strict fiduciary standards. Their team also has the necessary licenses and credentials to provide financial advice and services to their clients.