Holleigh Urbanik is a registered investment advisor at Mmg Wealth Management, based in Grand Haven, MI, with 2 years of industry experience. Holleigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 113 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMG Wealth Management's investment management fee is a percentage of the value of your portfolio, and it is negotiable, generally ranging from 0.50% to 1.50% per year. This fee is paid quarterly in advance. They also offer access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.75% to 2.95%. Additionally, they offer American Funds advisory services with a non-negotiable fee not exceeding 1.50% annually, deducted quarterly in arrears.
Location
Grand Haven, MI
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
Holleigh has a Notary Public Commission since October 2022, spending minimal time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Mmg Wealth Management
Previous Registrations
The Wealth Boutique
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.