Charles Hoilman is a registered investment advisor at Mha Financial CORP, based in Westwood, MA, with 54 years of industry experience. Charles 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
Westwood, MA
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Regulatory History
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.
Learn about disclosures →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.
Employment History
Current Registrations
Mha Financial CORP
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Mha Financial CORP
Mha Financial CORP
Mha Financial CORPBroker
Travelers Equities Sales, INC.Broker
U. S. Boston Capital CorporationBroker
Travelers Equities Sales, 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.