| 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.
Williamsville, NY
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Learn about disclosures →Kurt is the founder of Zenith Capital, doing business as a securities and investment advisory business, spending nearly full-time hours there. He is also an investment adviser representative with MHA Financial Corp, dedicating about 20% of his time, and a dual representative with Four Points Insurance Agency LLC for variable and non-variable insurance products.