Assets Under Management
$16.2M
Number of Clients
71
Number of Advisors
1
Average Client AUM
$228K
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)
MKG Financial Group is a discretionary investment manager specializing in domestic (U.S.) small- to mid-capitalization strategies. They utilize both technical and fundamental analysis for equity investments. Clients may include individuals, pension/profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets on a discretionary and non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fee schedule is negotiable under certain circumstances.
205 SE Spokane Street, Suite 300, Portland, OR, 97202-6487