MSH Capital Advisors LLC manages investment portfolios and offers ongoing financial planning and retirement plan consulting for individuals, families, and businesses. MSH Capital Advisors LLC provides both wrap-fee programs (where transaction costs are bundled with management fees) and traditional fee programs. Through a network of independent investment advisors, MSH Capital Advisors LLC helps clients establish financial goals, select asset allocations, and monitor portfolios over time. The firm also works with specialized third-party sub-advisers to implement specific strategies, such as options-based income generation. MSH Capital Advisors LLC emphasizes personalized portfolio design tailored to each client's risk tolerance, time horizon, and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Actual rates are negotiated with your investment advisor and vary by strategy and program.