MFT Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MFT Wealth Management is an independent advisory firm that provides financial planning, discretionary investment management, and discretionary short-term trading services to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm reports approximately $30.6 million in discretionary assets under management and delivers each service under separate agreements.
The firm’s investment approach blends Modern Portfolio Theory with both strategic and tactical asset allocation, using equities, fixed income, and exchange-traded funds to construct diversified target allocations and periodic rebalancing. MFT also employs technically driven, risk‑managed short‑term trading strategies for certain accounts and may incorporate options, margin, cryptocurrency ETFs, precious‑metal ETFs, and Sharia‑compliant portfolio construction where appropriate.
Compared with many solo independent advisers, MFT’s client mix and services are notable for including business entities and institutional‑type accounts alongside individual and trust clients, and for combining discretionary institutional portfolio management with active intraday trading. The brochure also discloses that the firm’s principal is licensed to sell insurance and may recommend insurance or annuity products—creating a material conflict of interest that the firm discloses—and that it directs all custody to a single institutional custodian and does not aggregate client orders.
Client services
Expertise
Occupation focus
Fee options
$0+: up to 1.50% for Investment Management Services $0+: up to 2.00% for Short-Term Trading Services
Insurance and annuity commissions from insurance product sales, received directly by Mr. Tabiekh (insurance agent).
Account minimum: $1,000,000 Fee-only: Financial Planning Services fees typically range from $5,000 to $15,000 or more on a project basis, negotiable depending on complexity.
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts · Texas
Also doing business as
Mft Wealth Management · Mft Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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