Mahogany Financial Strategies (MFS) provides investment management and financial planning services. MFS offers both discretionary and non-discretionary asset management, tailoring investment strategies to individual client goals and risk tolerance. Financial planning services include full financial plans, consultation services, and ongoing financial planning. MFS also provides ERISA plan services to qualified retirement plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
For the breakpoints of $1,000,000 and above, a client’s assets under management will be reviewed annually at which point any movement in the breakpoints would be applied for the following 12 months. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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