Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFSI's investment advisory fees are usually based upon a percentage of assets under management. MFSI reserves the right to negotiate and charge different types or rates of advisory fees for different accounts. MFSI’s asset-based fees may range as shown in the table. MFSI may also charge performance-based fees. Managed Account Program fees range from 0.24% to 0.55% depending on the investment strategy and program type.
Areas of Practice
Advisor Information
Office location
111 Huntington Avenue, Boston, MA, 02199-7618
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is a partner in Khem Properties, LLC (rental properties), dedicating minimal time per month. He is also a board member for a neighborhood homeowners association, also dedicating minimal time per month.