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JT
JT

Jeffrey a Tooke

Mha Financial CORP
15 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
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 ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$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
—

Location

Buffalo, NY

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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.
Customer Dispute
February 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is involved in several outside business activities, including consulting/driving for a flower shop, selling non-variable insurance products, and serving as a managing partner for a financial services compliance consulting firm. He also holds compliance roles at MHA Financial Corp and Four Points Capital Partners, and is involved with Trinity Episcopal Church, the Center for Glass & Light, and the Episcopal Diocese of WNY.

Employment History
Current Registrations
Mha Financial CORP
May 2019 - Present · 6 yrs 9 mos
Four Points Capital Partners LLC
August 2017 - Present · 8 yrs 6 mos
Four Points Capital Partners LLCBroker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Avendus Capital, INC.
October 2013 - December 2023 · 10 yrs 2 mos
Niagara International Capital LimitedBroker
February 2010 - July 2017 · 7 yrs 5 mos
State Registrations21 states
AKAZCACODCFLGAMAMDNCNHNJNVNYORPASDTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.