Kurt Fetter is a registered investment advisor at Mha Financial CORP, based in Williamsville, NY, with 17 years of industry experience. Kurt 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
Williamsville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Mha Financial CORP
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
United Planners' Financial Services of America a Limited PartnerBroker
Lincoln Financial Advisors CorporationBroker
State Registrations6 states
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