MH & Associates is a registered investment advisor providing investment management services using a balanced approach that includes equities, fixed income, and mutual funds. They offer both fully discretionary and non-discretionary services, tailoring investment orientation based on client needs. The firm manages client assets and provides periodic reports and meetings to review investment strategy and performance.
Assets Under Management$150M
Clients76
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The fee can, in some cases, be higher in taxable accounts depending on the tax planning and monitoring the firm does. Occasionally, the firm has reduced its fees to non-profit organizations and/or in competitive situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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