Neil Edward Vonfeldt

Mha Financial CORP

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Mha Financial CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

146 clients

Average Client Portfolio

$588K average

Assets Under Management

$85.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.00%
$500K - $1.0M	0.80%
$1M+	0.60%

Investment Management fees may be negotiable with MHA.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Melbourne, FL

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History

Regulatory History (1)

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Regulatory

August 2023

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Neil receives commissions from the sale of various insurance products, including health, Medicare, property & casualty, and variable insurance, dedicating about 10-20% of his time to Dynamic Advisors Inc. and minimal time to Four Points Insurance Agency LLC. He also works as an investment advisor representative for MHA Financial Corp., spending a few hours per week on this activity.

Employment History

Current Registrations

Mha Financial CORP

March 2019 - Present · 6 yrs 11 mos

Four Points Capital Partners LLCBroker

January 2019 - Present · 7 yrs 1 mo

Four Points Capital Partners LLC

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Mha Financial CORP

March 2005 - December 2018 · 13 yrs 9 mos

Mha Financial CORPBroker

October 2004 - December 2018 · 14 yrs 2 mos

Freedom Asset Management, INC.

September 2002 - September 2002 · 0 mos

Qa3 Financial LLC

September 2002 - November 2004 · 2 yrs 2 mos

Qa3 Financial CORP.Broker

September 2002 - November 2004 · 2 yrs 2 mos

Associated Investment Management INC

June 2002 - August 2003 · 1 yr 2 mos

Freedom Financial, INC.Broker

February 2000 - September 2002 · 2 yrs 7 mos

Summit Brokerage Services, INC.Broker

December 1995 - March 2000 · 4 yrs 3 mos

Securities Service Network, INC.Broker

March 1994 - April 1994 · 1 mo

State Registrations4 states

FLNYTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.