MFS Financial Services offers investment management and financial planning services. Investment management is provided on a discretionary basis, tailoring portfolios to client needs. Financial planning covers areas like taxes, insurance, investments, retirement, and estate planning. MFS also offers pension consulting services to various types of pension plans. MFS acts as a fiduciary, always working in the client's best interest.
Assets Under Management$460M
Clients584
Advisors3
Avg. per Client$790K
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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