Assets Under Management
$85.8M
Number of Clients
146
Number of Advisors
6
Average Client AUM
$588K
AUM per Advisor
$14.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
MHA Financial Corp offers financial planning services covering cash flow, college, retirement, tax, and estate planning. They also provide advisory services, managing assets on a non-discretionary basis or referring clients to sub-advisors for discretionary management. Services are tailored to client goals and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Investment Management fees may be negotiable with MHA.
55A E. Ridgewood Avenue, Suite 12, Ridgewood, NJ, 07450