MFA Wealth Services offers personalized financial planning and investment management. They help clients define their financial objectives and develop strategies to reach them, including cash flow management, real estate planning, retirement planning, tax planning, and insurance planning. Investment management is offered on both a discretionary and non-discretionary basis. Christopher Mattern and Michael Garner are also registered representatives of United Planners Financial Services.
Assets Under Management$290M
Clients224
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may range from 0.5% to 1.5% depending on the services provided. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...