MSP Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$228,456,554
Total clients
414
14% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
104
Average account size
$551,827
About
MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals (including high-net-worth clients), trusts, partnerships, corporations, and other business entities. The firm provides ongoing portfolio management primarily through its MSP Wrap Fee Program, and also offers financial planning and consulting on either an annual-retainer or one-time basis, plus TPMM selection and advice across equities, mutual funds, ETFs, fixed income, and variable products.
MSP emphasizes customized, fiduciary advice tailored to each client’s investment profile, with most accounts managed on a discretionary basis pursuant to written investment policy statements. The firm’s process blends asset-allocation, fundamental and technical analysis, mutual fund/TPMM due diligence, and both long- and short-term trading strategies; accounts are generally reviewed quarterly and financial plans are updated at least annually for retainer clients.
MSP is distinctive among similar team firms in that it sponsors and portfolio-manages its own bundled wrap-fee program and does not offer an unbundled portfolio-management alternative, and it routinely deducts wrap fees directly from custodial accounts. The firm also has an affiliation with Molatore & Co. LLP (an accounting and tax advisory firm) and commonly cross-refers clients between the entities; MSP discloses this arrangement as a potential conflict of interest and notes clients are not required to use the affiliate’s services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Charitable giving & philanthropy
Fee options
Typically ranging from $1,500 to $5,000 for financial planning and consulting services
Certain associated persons licensed to sell insurance may receive commissions from insurance products sold to clients, separate from MSP advisory fees
Typically ranging from $150 to $250 per hour for financial planning and consulting services
Fee-only: Hourly fees typically ranging from $150 to $250 per hour; Fixed fees typically ranging from $1,500 to $5,000 for financial planning and consulting services
Main office location
MSP Wealth Management, LLC
824 Pine Street
Klamath Falls OR 97601, United States
Number of offices
2
Most active in
MSP Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Idaho · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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