MHA Financial Corp offers personalized financial planning and investment management. Financial planning covers cash flow, college, retirement, tax, and estate planning. Investment management is offered on both a non-discretionary basis (client makes final decisions) and discretionary basis (through referrals to third-party managers). MHA does not act as a custodian of client assets.
Assets Under Management$86M
Clients146
Advisors6
Avg. per Client$590K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
MHA Financial Corp offers investment management services based on a percentage of the assets they manage. There are two standard fee schedules:
- Scaled Rate:
- 1.00% on the first $500,000
- 0.80% on the next $500,000 (from $500,001 to $1,000,000)
- 0.60% on assets above $1,000,000
- Flat Rate: 2% of the assets managed
Fees are paid quarterly in arrears. Fees may be negotiable. MHA also refers clients to third-party money managers for discretionary investment management, with fees based on a wrap fee schedule.
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