Michael Guarracino
Michael Guarracino is a registered investment advisor at Mg Financial Management, LLC, based in Doylestown, PA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable.
Fee Estimator
Location
118 Wood Street, Doylestown, PA, 18901
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent in PA, selling fixed annuities, but spends minimal time on this. He is also a board member at Forest Grove Presbyterian Church, dedicating minimal time to overseeing day-to-day operations.
Employment History
Current Registrations
Mg Financial Management, LLC
Previous Registrations
Concert Wealth Management
LPL Financial Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.