MSP Wealth Management

Wealth Management Firm in Klamath Falls, OR

Firm Info
Address: 824 Pine St, Klamath Falls, OR 97601, USA
Phone: (541) 884-4164

Firm Size
Assets Under Management: $170.8 million
# of Advisors: 5
# of Clients: 387
Client to Advisor Ratio: 77:1
Average Account Size: $441,343
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Msp Wealth Management, LLC Overview

MSP Wealth Management, LLC is an investment advisory firm specializing in fee-only financial planning services. Headquartered in Klamath Falls, Oregon, the firm has been in business since 2020, providing expert financial advice to individuals and small businesses. As a registered advisory firm, MSP Wealth Management only provides investment advice, giving clients peace of mind that their interests come first. At MSP Wealth Management, the firm's services consist of customized financial planning and portfolio management. They work with clients directly to create a comprehensive financial plan that is tailored to their unique needs and goals. For individuals and small business owners who need help managing investments, MSP Wealth Management provides portfolio management services. In addition to their core services, MSP Wealth Management also helps clients with selecting other advisors. Their team of professionals has a wealth of experience in the financial industry and can provide valuable insights on selecting other advisors who can complement their financial plans. Overall, MSP Wealth Management is an ideal choice for individuals seeking personalized financial planning services and unbiased investment advice.

MSP Wealth Management, LLC, provides comprehensive financial planning and investment management services to a diverse range of clients. Their clients include individuals seeking guidance on their personal finances, high net worth individuals with complex financial needs, and charitable organizations in need of assistance in designing and implementing investment strategies. Additionally, MSP Wealth Management, LLC, provides services to other types of corporations as well. Their team of advisors is equipped to handle various financial needs across multiple industries and sectors. MSP Wealth Management, LLC, offers flexible fee structures to meet the varying needs of its clients. Depending on the service provided, clients can expect to be charged a percentage of Assets Under Management (AUM), an hourly fee, or a fixed fee. The percentage of AUM fee structure is the most common and involves charging a percentage of the amount of assets managed by the firm. This fee structure incentivizes the firm to grow the client's assets as it increases the firm's income as well. Hourly fees are charged for services such as financial planning or consultation, and clients are charged based on the amount of time the advisor spends on the task. Lastly, fixed fees are charged upfront for specific services, such as creating a financial plan or executing a trade. MSP Wealth Management, LLC is committed to providing transparent and competitive fee structures that align with clients' needs and expectations to ensure that they receive the best outcome possible.

Typical Clients, Fee Structures & Investment Minimum

According to MSP Wealth Management, LLC's Part 2 Brochure, there is no explicit mention of an investment minimum.

How This Office Can Help Klamath Falls, OR Residents

MSP Wealth Management is a financial services firm that assists clients in Klamath Falls, OR in achieving their financial goals. We have a team of experienced financial advisors who are dedicated to providing personalized solutions that meet each client's unique needs. We offer a range of services, including investment planning, retirement planning, estate planning, tax planning, and more. Living in Klamath Falls, OR, residents might face specific financial situations such as planning for retirement, managing investment portfolios, and creating a will or trust. Additionally, with the high costs associated with healthcare and housing, MSP Wealth Management helps clients navigate these expenses to ensure they have a financially sound future. In addition, we offer guidance to clients who may be starting a new business or are looking to expand their existing one. Whatever the financial situation may be, MSP Wealth Management is here to offer expert advice and service to our clients in Klamath Falls, OR.

To view the Minimum Investment and Fee Schedule for Msp Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Msp Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Msp Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 824 Pine St, Klamath Falls, OR 97601, USA
Phone (541) 884-4164
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Msp Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Oregon
  • Texas

Disciplinary History

Msp Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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