Michael Granata is a registered investment advisor at Mg Financial Services, based in Finskburg, MD, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $6.4M 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 | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees may be negotiable on a client-by-client basis. Related client accounts may be grouped for determining account size.
Fee Estimator
Location
Finskburg, MD
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 Activities
Michael owns an accounting and tax services business, dedicating the majority of his time to it. This activity is not investment-related.
Employment History
Current Registrations
Mg Financial Services
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.