Hugo Calenzani is a registered investment advisor at Mg&a Wealth, based in Plantation, FL, with 19 years of industry experience. Hugo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 662 clients with $800M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Older client relationships may be subject to different fee schedules. Additionally, assets in the Private Investments (PI) Program are charged an annual fee of 1.00%.
Fee Estimator
Location
8151 Peters Road, Suite 3200, Plantation, FL, 33324
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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 →Other Business Activities
Hugo is the Chief Investment Officer and Registered Representative at MG&A Wealth. He is also a managing member of MG&A Private Capital LLC and MG&A Private Assets Fund LLC, spending about half his time identifying and recommending private investment opportunities.
Employment History
Current Registrations
Mg&a Wealth
Stonex Securities INC.Broker
Previous Registrations
Meg Green & Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations2 states
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.