Maris Galins is a CFP-designated registered investment advisor at Mg Financial, INC., based in Seattle, WA, with 24 years of industry experience. Maris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 60 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. The third party annual portfolio management advisor fee is billed and payable quarterly in arrears based on the value of your account on the last day of the quarter. The total advisory fee, the third party money manager advisor fee noted above (not to exceed 1.0%) plus the weighted average Investment Fee (MM Investment Fee) as reported by SEI of your chosen strategies is deducted from your account and together will not exceed 2.0%. Our firm does not receive any portion of the MM's Investment fees.
Fee Estimator
Location
Seattle, WA
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Regulatory 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 →Employment History
Current Registrations
Mg Financial, INC.
Previous Registrations
Kms Financial Services, INC
Pacific West Financial Consultants INC
State Registrations1 state
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