Neil Vonfeldt
Neil Vonfeldt is a registered investment advisor at Mha Financial CORP, based in Melbourne, FL, with 30 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 146 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MHA Financial Corp offers investment management services based on a percentage of the assets they manage. There are two standard fee schedules:
- Scaled Rate:
- 1.00% on the first $500,000
- 0.80% on the next $500,000 (from $500,001 to $1,000,000)
- 0.60% on assets above $1,000,000
- Flat Rate: 2% of the assets managed
Fees are paid quarterly in arrears. Fees may be negotiable. MHA also refers clients to third-party money managers for discretionary investment management, with fees based on a wrap fee schedule.
Location
Melbourne, FL
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Regulatory History (1)
Regulatory
August 2023Other 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
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Mha Financial CORP
Mha Financial CORPBroker
Freedom Asset Management, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Associated Investment Management INC
Freedom Financial, INC.Broker
Summit Brokerage Services, INC.Broker
Securities Service Network, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.