Overview

Headquarters
Belmont, MA
Total Firm Assets
$127 million
Average High-Net-Worth Client Portfolio Size
$2.1 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: MFA ADV2A/2B DISCLOSURE BROCHURE (2026-08-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.75%
$3,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $35,000 0.70%
$10 million $60,000 0.60%
$50 million $260,000 0.52%
$100 million $510,000 0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
80.48%
Number of High-Net-Worth Clients
48
Total Client Accounts
350
Discretionary Accounts
276
Non-Discretionary Accounts
74

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
130421
  • MFA ADV2A/2B DISCLOSURE BROCHURE (2026-08-14) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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