Mahaffey Financial LLC offers investment advice and wealth management services to individuals preparing for retirement or already retired. As a fee-only advisor, Mahaffey Financial only gets paid by clients and works in their best interest. Mahaffey Financial gathers information about clients' financial situations, goals, and risk tolerance to develop a diversified asset allocation strategy. Investment decisions are made on a non-discretionary basis, requiring client authorization before any trades are made.
Assets Under Management$6.4M
Clients13
Advisors1
Avg. per Client$500K
Avg. per Advisor$6.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 0.55% |
Clients with under $250,000 in net asset value pay a fixed fee of $100/month or $1,200/year. Clients with over $250,000 pay 0.55% of net asset value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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