Jeffrey A Tooke

Mha Financial CORP

15 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Mha Financial CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

146 clients

Average Client Portfolio

$588K average

Assets Under Management

$85.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Buffalo, NY

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey is involved in several outside business activities, including consulting/driving for a flower shop, selling non-variable insurance products, and serving as a managing partner for a financial services compliance consulting firm. He also holds compliance roles at MHA Financial Corp and Four Points Capital Partners, and is involved with Trinity Episcopal Church, the Center for Glass & Light, and the Episcopal Diocese of WNY.

Employment History

Current Registrations

Mha Financial CORP

May 2019 - Present · 6 yrs 9 mos

Four Points Capital Partners LLC

August 2017 - Present · 8 yrs 6 mos

Four Points Capital Partners LLCBroker

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Avendus Capital, INC.

October 2013 - December 2023 · 10 yrs 2 mos

Niagara International Capital LimitedBroker

February 2010 - July 2017 · 7 yrs 5 mos

State Registrations21 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.