Mark Gillam Enterprises (MGE) provides portfolio management based on individual client goals and risk tolerance. MGE may use an Investment Policy Statement to construct a plan. MGE also offers pension consulting services and personalized financial analysis, including tax planning, insurance review, real estate evaluation, retirement planning, and estate planning. MGE generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, private placements, equities, ETFs, treasury inflation protected bonds and non-U.S. securities.
Fee Structure
MGE offers portfolio management services, with fees based on a percentage of your assets. These fees are negotiable and will not exceed 2% annually. MGE also offers flat rate fees for portfolio management, including management of accounts held outside of Schwab. MGE may direct clients to third-party investment advisors, with total fees not exceeding 1.25%.