MFA Wealth provides investment advisory services and financial planning. MFA will determine a client's investment objectives and allocate assets accordingly, providing ongoing supervision. MFA may recommend other professionals for non-investment implementation purposes, such as attorneys, accountants, and insurance agents. MFA may recommend investment in digital currency Exchange Traded Funds (ETFs) which pools capital together to purchase holdings of digital currencies or derivatives based on their value.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
MFA may negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.). Similarly situated clients could pay different fees. MFA may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.