Msh Capital Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

MSH Capital Advisors provides investment advice to individuals, pension funds, financial institutions, small businesses, and other entities. MSH Capital Advisors offers both wrap and non-wrap fee investment advisory programs. Advisory services are provided through a network of Investment Advisor Representatives (IARs). MSH Capital Advisors ascertains each client's financial goals, risk tolerance, and investment objectives to provide tailored services.

Assets Under Management$1.1B
Clients2,076
Advisors19
Avg. per Client$530K
Avg. per Advisor$58M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.

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Location

19 Advisors at this firm