MHP Asset Management creates and manages investment portfolios using individual stocks, bonds, exchange traded funds, and options contracts. These portfolios are customized to each client's risk tolerance and financial goals. MHP may also refer clients to unaffiliated money managers. The firm reviews client accounts at least annually and provides financial planning services, including retirement planning, tax strategies, and estate planning.
Assets Under Management$48M
Clients97
Advisors2
Avg. per Client$490K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.80% |
The above fee schedule serves only as a guideline and may be negotiated at the discretion of MHP Asset Management. Aggregated or family accounts may qualify for a lower fee schedule. Options strategies may incur an additional 0.25% to the stated fee. Total advisory fees will never exceed 2.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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