MHS Advisory Services, LLC offers investment advice and financial planning to individuals, pension plans, trusts, estates, and businesses. MHS Advisory provides portfolio management, financial planning, selection of third-party investment advisors, and pension consulting services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. MHS Advisory may recommend third-party advisors and shares in their fees.
Assets Under Management$240M
Clients317
Advisors4
Avg. per Client$750K
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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