HappyRich Capital, operating as MFA Wealth, is a registered investment advisor providing investment management and financial planning services to individuals and families. HappyRich Capital offers hourly consultations and financial planning services, including business, education, personal, and retirement planning. The firm manages investments primarily in mutual funds and exchange-traded funds.
Assets Under Management$45M
Clients49
Advisors4
Avg. per Client$930K
Avg. per Advisor$11M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable at the sole discretion of HappyRich Capital.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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