MSM Financial Strategies

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Client assets under management

$35,300,000

Clients

21% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,069,697

About

MSM Financial Strategies is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management, written financial planning, and consulting to individuals (including high-net-worth clients) and charitable organizations. The firm is partner-owned, manages about $34.4 million in client assets, and serves roughly 33 client relationships.

The firm typically emphasizes mutual funds in client portfolios but also recommends a broad range of securities when appropriate, using fundamental and cyclical analysis and a mix of long- and short-term strategies tailored to each client’s objectives and risk tolerance. Accounts are monitored on an ongoing basis and reviewed at least quarterly, with clients receiving custodial statements and quarterly analytical reports derived from Morningstar.

Distinctive features include a compact, partner-led structure in which three partners jointly supervise and review accounts, a long operating history dating to 1997, and the presence of a CFP-designated professional on the team. MSM participates in the Schwab Institutional program (Schwab is required for discretionary accounts), arranges fee debits through clients’ custodians, and generally does not vote proxies for client securities, instead advising clients to vote with management.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting General tax planning

Fee options

Percentage

$0 - $100,000: 1.0% $100,001 - $200,000: 0.7% $200,001 - $300,000: 0.4% $300,001+: 0.2%

Project-based

$250 per hour for Financial Planning and Consulting Services

Other

Account minimum: Not explicitly stated; minimum account requirements differ among clients based on when they entered advisory relationship (grandfathered) Fee-only: Financial Planning and Consulting services charged at $250 per hour

Main office location

MSM Financial Strategies

1129 Northern Boulevard, Suite 404

Manhasset NY 11030, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 516-595-2303

Advisors at this firm

Patricia M

Series 65

Manhasset, NY

MSM Financial Strategies

Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

General retirement planning Cash flow / budgeting General tax planning

Patricia S

CFP®

New Providence, NJ

MSM Financial Strategies

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

General retirement planning Cash flow / budgeting General tax planning

John M

CFP®

Manhasset, NY

MSM Financial Strategies

John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.

General retirement planning Cash flow / budgeting General tax planning

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