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How Does MH & Associates Securities Management Corporation Help Clients – Key Takeaways:
MH & Associates Securities Management Corporation is a trusted and knowledgeable financial advisor that is experienced in helping clients make informed decisions about their financial future. They offer a wide range of services and expertise to assist clients in achieving their financial goals.
Facts and Insights
With over 20 years of experience in the financial industry, MH & Associates Securities Management Corporation is a reputable and established advisory firm. They have a team of experts who are dedicated to providing personalized and comprehensive financial solutions for their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $100 million+ |
|---|---|
| Number of Advisors: | 15+ |
| Time in Business: | 20+ years |
Financial Services Offered:
MH & Associates Securities Management Corporation offers a variety of financial services to meet the diverse needs of their clients. Some of these services include:
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
MH & Associates Securities Management Corporation serves clients from all different backgrounds, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
Fees & Compensation:
As a fiduciary, MH & Associates Securities Management Corporation puts their clients’ needs first and is committed to transparency when it comes to fees and compensation. They operate under a fee-based structure, which means their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and that they are not motivated by commissions or sales incentives.
Background:
MH & Associates Securities Management Corporation was founded in 2000 by Mark Henderson, a seasoned financial expert with decades of experience in the industry. The firm has offices in major cities across the country and is registered with the Securities and Exchange Commission (SEC).
Financial Advisor Disclosures to Know:
As a registered advisory firm, MH & Associates Securities Management Corporation is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with investment companies or organizations, as well as any fees or compensation received for recommending certain products or services. They take these disclosures seriously and are committed to acting in their clients’ best interests.