MFA Global Consulting Group offers portfolio management services, focusing on long-term goals and risk mitigation. They use equity and fixed income securities, tailoring portfolios to individual risk tolerance and investment objectives. The firm does not recommend penny stocks, bitcoin, or cryptocurrency. They provide personalized service through meetings, reports, and discussions to keep clients informed and address financial questions.
Assets Under Management$500K
Clients58
Advisors1
Avg. per Client$8.6K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.75% |
| $750K - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees listed are for brokerage and retirement accounts. Fixed income portfolios are charged 0.50%. Paychex 401k Retirement Plan Services are charged 0.46%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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