Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > klamath falls > MSP WEALTH MANAGEMENT, LLC
MSP WEALTH MANAGEMENT, LLC
824 Pine Street
Klamath Falls, Oregon 97601
Tel: 541-884-4164
About MSP WEALTH MANAGEMENT, LLC
MSP WEALTH MANAGEMENT, LLC, formally registered with the SEC as MSP WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2020. They have over 2 offices throughout the country.
MSP WEALTH MANAGEMENT, LLC is a Klamath Falls, Oregon based Financial Planning firm with nearly $169,980,336 assets under management, offering retirement planning & investment advisory services to 860 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306522 |
| SEC# | 801-117846 |
| Assets Managed by Firm | $169,980,336 |
| No. of Clients | 860 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 860 | $169,980,336 |
| Individuals (other than high net worth individuals) | 311 | $61,074,248 |
| High net worth individuals | 53 | $97,293,667 |
| Charitable organizations | Fewer than 5 clients | $10,783,312 |
| Corporations or other businesses | Fewer than 5 clients | $829,109 |
More Retirement Planning firms in Klamath Falls, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Klamath Falls, Oregon