MG Financial provides advisory services to high-net-worth individuals, their families, and affiliated trusts or foundations. Services include asset allocation, manager selection, charitable and family gift strategies, as well as estate and income tax planning. MG Financial develops, implements, monitors, and evaluates long-term financial strategies, while also addressing immediate issues. Client assets may be invested in separately managed accounts or pooled vehicles.
Assets Under Management$1.1B
Clients115
Advisors3
Avg. per Client$9.1M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees for clients who joined MG Financial prior to August 1, 2025, will remain at their current rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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