MF Advisers offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, and ETFs. MF Advisers also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients can impose restrictions on investments based on their values.
Assets Under Management$32M
Clients173
Advisors2
Avg. per Client$180K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. For assets held at ASPire, the fee is 0.25% per quarter. For assets held at Nationwide Advisory Services (annuities), the fee is 0.0833% per month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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