MH Wealth Management offers financial planning services to individuals and high-net-worth individuals. These services focus on investment advice, considering factors like financial situation, risk tolerance, and investment goals. They also provide advice on non-investment topics like budget planning, business succession, debt management, and estate planning. MH Wealth does not manage client investments; this is handled separately by its advisors through Cambridge Investment Research.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning and consulting services are charged at an hourly rate of $250, which may be negotiated in advance.
- Fixed fees range from $1,500 to $25,000 depending on the complexity of the client’s financial situation, the number of accounts reviewed, and the breadth of non-investment planning topics required.
One-Time Plan:$1,500 - $25,000
Hourly Rate:$250/hr
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