MHA Financial Corp offers confidential financial planning and investment management services tailored to individual client needs. MHA Financial Corp assists clients with cash flow, college planning, retirement planning, tax planning, and estate planning, including divorce planning. Clients can choose ongoing non-discretionary investment management or fixed-fee retainer agreements. MHA Financial Corp also provides access to discretionary programs through third-party money managers and platforms. Independent contractors associated with MHA Financial Corp conduct business from various locations, and the firm emphasizes strategic asset allocation utilizing a core and satellite approach with globally diversified portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Firm also offers a flat rate option of 2.0% on investable assets. Fees may be negotiable.