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MF SERVICES

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INDIVIDUALS

Our individualized financial planning services include but are not limited to:

  • Investment advice

  • Outside Asset Reviews

  • Wealth Management

  • Debt Management

  • Insurance Planning

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FAMILY

Our family financial planning services include but are not limited to:

  • College Planning

    • 529 Plans

  • Investment Advice

  • Wealth Mangement

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BUSINESS

Our business planning services include but are not limited to:

  • Business Retirement Planning

  • Employer Business Retirement Plans

    • 403b

    • 401k

    • SEP IRAS

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MF FEE SCHEDULE

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Assets Under Management
(per household)

from $1 - 499,999

Annual Management Fee
(assessed monthly)

1.00%

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Assets Under Management
(per household)

from $500,000-$999,999

Annual Management Fee
(assessed monthly)

0.75%

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Assets Under Management
(per household)

from $1,000,000+

Annual Management Fee
(assessed monthly)

0.50%

ASSET FEE
  1. Asset fee will be calculated monthly by:

  2. Taking total dollar values of household account(s) on 1st & last day of the month

  3. Adding them together

  4. Dividing by 2

  5. Then, multiplying by appropriate percentages indicated on above table

  6. Lastly, dividing by 12 to arrive at the fee


(Prorating applies if assets come over on a day other than the first of the month)

Example: A household with $ 1,250,000 would have an estimated annual fee of $ 10,000.

 

  • Up to $ 499,999.99 X 1% = $ 5000

  • next $ 500,000 X 0.75% = $ 3750

  • next $ 250,000 X 0.50% = $ 1250

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  • Total: $ 5000 + $ 3750 + $ 1250 = $ 10,000

 

The above-mentioned fee calculation is done with assets held at Charles Schwab, Fidelity, and Vanguard (for clients with 529 accounts).

For clients with assets held at ASPire, the fee calculation is as follows:

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  • Asset balance taken at the end of the quarter X .25%


For clients with assets held at Nationwide (annuities), the fee calculation is as follows:

 

  • Asset balance taken at specific (monthly) date X .0833%

HOURLY FEES

RATE FOR NON-MANAGED PARTIES

Hourly fees are billed in arrears @ $ 175/hr. for ALL services, planning, and advice if MF Advisers, Inc. does NOT manage all of your investments that we are able to manage
(pursuant to your planning needs)

 

RATE FOR MANAGED PARTIES
If MF Advisers, Inc. manages ALL of your investments, we do NOT charge hourly fees for any services EXCEPT the current workplace retirement plan reviews (done quarterly).

 

IMMEDIATE FAMILY MEMBERS OF MANAGED PARTIES
Immediate family members are NOT assessed advisory fees or financial planning fees. Immediate family would include spouses, siblings, children, parents, grandparents, aunts & uncles, and first cousins.

 

CONTACT US TODAY TO LEARN MORE.
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