MFT Wealth Management provides financial planning, investment management, and short-term trading services. Financial planning covers areas like retirement, education, and estate planning. Investment management is tailored to individual client needs, using equities, fixed income, and exchange-traded funds. Short-term trading is a speculative service involving active trading in equities, ETFs, and options.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable. The firm also offers short-term trading services with fees up to 2.00% of assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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