Charles William Hoilman

Mha Financial CORP

54 Years of Experience

BrokerSells 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

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Location

Westwood, MA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Charles is an investment advisor representative at MHA Financial Corp and an attorney at M&A Counselors and Fiduciaries LLC, taking about a quarter of his time. He also owns several businesses including Four Points Insurance Agency LLC, Snowy Pines Trading LLC, Wild Blue Investments Inc, and has an individual broker contract with Mass Mutual Insurance Co.