M
MFP, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,958,782
Clients
42
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$951,400
About
MFP, LLC provides personalized, confidential investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a small, fee-only independent advisory practice that charges fees as a percentage of assets and does not accept commissions.
Its investment approach emphasizes strategic asset allocation implemented primarily with passively managed index and exchange-traded funds and low- or no-load mutual funds, with portfolios globally diversified and oriented toward long-term results. The firm uses fundamental analysis, places trades under a limited power of attorney, reviews managed accounts weekly, and delivers quarterly performance reports.
A distinctive feature is that the principal also practices law and maintains an affiliated law firm, and some clients receive both legal and investment services from the same firm—an arrangement that is uncommon among independent RIAs. The firm also delegates proxy voting to clients, does not participate in initial public offering allocations, and uses a custodial relationship that provides non-transactional operational and research benefits.
Client services
Portfolio management
Expertise
Passive / index investing
Occupation focus
Attorney
Fee options
0.5% to 1.0% annually (negotiable)
Fee-only: Fee-only, no commissions accepted.
Main office location
MFP, LLC
2550 Acton Road, Suite 210
Birmingham AL 35243, United States
Number of offices
1
Most active in
MFP, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama
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:
Lawyer
They provide legal services, typically billed separately.
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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