Mkg Financial Group, INC.
Assets Under Management
$16.2M
Number of Clients
71
Number of Advisors
1
Avg. Portfolio per Client
$228K
Avg. Managed per Advisor
$16.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
MKG Financial Group is an investment advisor that manages client assets, primarily using domestic small- to mid-cap strategies. MKG uses both technical and fundamental analysis to select investments. MKG's clients include individuals, pension/profit-sharing plans, trusts, estates, and charitable organizations. Clients provide investment objectives and restrictions, which MKG reviews to ensure they align with the client's needs and MKG's ability to manage assets effectively.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable depending on account size, complexity, and other factors.
Fee Estimator
Areas of Practice
Location
205 SE Spokane Street, Suite 300, Portland, OR, 97202-6487