How does the advisor help clients – Key Takeaways:
MDH Investment Management, Inc. is a leading financial advisory firm that provides expert guidance and management of personal finances to its clients. Through their comprehensive services and personalized approach, they help clients achieve their financial goals and secure their financial future.
Facts and Insights
Incorporated in 2005, MDH Investment Management, Inc. has been serving clients for over 15 years. The firm has earned a reputation for providing sound financial advice and generating strong returns for its clients. The team at MDH Investment Management, Inc. comprises experienced and knowledgeable financial advisors who constantly monitor market trends and new opportunities to help clients make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
MDH Investment Management, Inc. provides a range of financial services to its clients including but not limited to investment management, retirement planning, tax planning, and estate planning. Each service is tailored to meet the unique needs and goals of individual clients.
Client Types
MDH Investment Management, Inc. serves a diverse group of clients including individuals, families, and businesses. Their services are available to clients of all income levels and backgrounds.
Fees & Compensation
MDH Investment Management, Inc. operates on a fee-only basis, which means they do not earn commissions on any products or transactions. Instead, clients pay a flat fee or percentage of assets under management for their services. This ensures that their advice is unbiased and aligns with the best interests of their clients.
Background
MDH Investment Management, Inc. was founded by Michael D. Harper, an experienced financial advisor with over 25 years of experience in the industry. Mr. Harper is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
It is important for clients to know and understand any potential conflicts of interest before working with a financial advisor. MDH Investment Management, Inc. has a clean record with no disclosures or conflicts of interest to report. This ensures that clients can trust the advice and recommendations provided by the firm.