MSA Financial offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and financial institutions. MSA Financial provides customized investment solutions through personal contact, offering both discretionary and non-discretionary investment management. The firm also offers financial planning services covering investment planning, retirement planning, savings, insurance needs, and more. MSA Financial may also recommend non-purpose loans.
Assets Under Management$1.4B
Clients1,338
Advisors8
Avg. per Client$1.1M
Avg. per Advisor$180M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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