TrueAdvisor
TrueAdvisor
NV
NV

Neil Vonfeldt

Mha Financial CORP
30 Years of Experience
Melbourne, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Neil Vonfeldt is a registered investment advisor at Mha Financial CORP, based in Melbourne, FL, with 30 years of industry experience. Neil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 138 clients with $98M in assets under management.

Mha Financial CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
138 clients
Average Client Portfolio
$710K average
Assets Under Management
$98.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Firm also offers a flat rate option of 2.0% on investable assets. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Melbourne, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2023
Final
View Full SEC ReportHow 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 · 7 yrs 7 mos
Four Points Capital Partners LLC
January 2019 - Present · 7 yrs 9 mos
Four Points Capital Partners LLCBroker
January 2019 - Present · 7 yrs 9 mos
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

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Melbourne, FL →All financial advisors in Florida →