Firm Info
Firm Size
Services Offered
- Portfolio Management for Individuals & Small Businesses
- Portfolio Management for Businesses or Institutional Clients
- Other
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
Available Fee Structures
- Percentage of Assets Under Management (AUM)
Mrp Capital Investments, LLC Overview
MRP Capital Investments, LLC is a registered investment advisory firm that provides investment advice only services. The firm is headquartered in Alpharetta, GA and has been in business since 2021. MRP Capital Investments utilizes a fee only fee arrangement, ensuring that clients receive unbiased advice without conflicts of interest. The firm offers portfolio management services for individuals and small businesses, as well as portfolio management for businesses or institutional clients. This allows clients with various investment needs to receive tailored investment strategies that take into account their unique goals and risk tolerance. In addition to portfolio management services, MRP Capital Investments also offers consulting services to other advisors. This demonstrates the firm's expertise within the industry and the trust that other advisors have in their ability to provide sound investment advice. Overall, MRP Capital Investments provides comprehensive investment solutions for a diverse range of clients and is committed to helping them achieve their financial goals.
MRP Capital Investments, LLC is a financial services firm that caters to a wide variety of clients seeking investment guidance and wealth management services. The types of clients served by the firm include individuals, as well as high net worth individuals with significant assets to manage. Understanding the unique financial goals and objectives of each client is a crucial component of the firm's approach to client services, ensuring tailor-made solutions that align with each client's needs and aspirations. MRP Capital Investments, LLC provides fee structures that suit each client's preferred investment approach. The fee structure is generally determined by the service provided, with a popular option being a percentage of assets under management (AUM). This payment structure ensures that the firm earns a fee proportional to the value of the assets under management, providing an incentive for exceptional investment management. Additionally, there may be fees associated with particular transactions or services carried out on behalf of clients, such as a commission-based fee model for executing stock trades. Clients can consult with the firm for more detailed information on fee structures that apply to their specific wealth management needs.
Typical Clients, Fee Structures & Investment Minimum
The Part 2 Brochure for MRP Capital Investments, LLC states that they have an investment minimum of $100,000. The note about investment minimums reads, "The Firm generally requires a minimum initial investment of $100,000 per client." This means that prospective clients must be prepared to invest at least $100,000 to work with MRP Capital Investments, LLC.
How This Office Can Help Peachtree Corners, GA Residents
MRP Capital Investments, LLC is a financial consulting firm that provides comprehensive investment and wealth management services to individuals and businesses in Peachtree Corners, GA. The company offers tailored solutions to clients' financial needs through investment analysis, risk mitigation, and long-term financial planning. The firm's experienced team of financial professionals provides personalized guidance on everything from portfolio management to estate planning and retirement income strategies. Peachtree Corners, GA residents may face various financial situations, such as planning for retirement, managing wealth, buying a home, saving for a child's education, or navigating complex tax policies. MRP Capital Investments, LLC strives to help clients achieve their financial goals by developing customized financial plans that align with their values and objectives. The company's experts provide strategies that mitigate tax liabilities, identify and evaluate investment opportunities, and manage risk, ensuring that clients can maintain their financial independence and security. MRP Capital Investments, LLC is committed to delivering the highest quality financial services and helping clients achieve their financial ambitions.
Services Offered by Mrp Capital Investments, 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 Mrp Capital Investments, 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)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Unavailable
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
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
Other Office Locations
This firm has no other locations.
State Registrations
Mrp Capital Investments, LLC is registered to service clients in the following states:
- Florida
- Georgia
- South Carolina
- Texas
Disciplinary History
Mrp Capital Investments, LLC does not have any disclosures. Please visit it's Form ADV for more details.