MFA Wealth is a registered investment advisor founded in 2014 and based in Pittsburgh, Pennsylvania. The firm manages investment portfolios and provides personalized financial planning services, including retirement planning, tax strategies, and estate planning support. MFA Wealth primarily uses mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's specific goals, risk tolerance, and time horizon. The firm acts in its clients' best interests and offers its services on a fee basis, managing hundreds of millions of dollars in client assets.
Assets Under Management$610M
Clients801
Advisors9
Avg. per Client$760K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are prorated and charged quarterly in advance. MFA Wealth may negotiate fees based on specific account circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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