Madanat Financial Services (MFS) provides financial planning and investment management services. MFS offers comprehensive financial planning covering various aspects like tax planning, retirement scenarios, and estate planning review. Investment management services involve selecting and monitoring securities tailored to client needs. MFS generally recommends mutual funds as investment vehicles. MFS operates as a fee-based planner and investment advisor and does not accept commissions on securities transactions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients may voluntarily elect for a higher annual fee, 1.5% annually, should they so desire, but this is not expected or necessary. The total fees charged to clients by the firm and third parties will not exceed 3% of assets under management annually.