MFH Investments provides financial planning and investment management services. Investments are tailored to each client's risk tolerance, primarily by adjusting the allocation between stocks and fixed income. All assets are managed with the advisor having the authority to trade securities in client accounts, but not to withdraw funds or change account details. The firm invests in stocks, bonds, mutual funds, exchange-traded funds (ETFs), certificates of deposit (CDs) and publicly-traded partnerships.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.45% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.40% |
These rates apply to the active portion of the portfolio (individual equities). The passive portion (mutual funds, ETFs and bonds) has lower rates: Less than $1,000,000: 0.30%; $1,000,000 to $2,499,999: 0.28%; $2,500,000 to $4,999,999: 0.26%; $5,000,000 to $7,499,999: 0.24%; $7,500,000 to $9,999,999: 0.22%; $10,000,000 or higher: 0.20%. Clients and advisor may negotiate reduced fees.