MFG Investments, LLC offers tailored investment advice and discretionary portfolio management services to meet clients' individual needs and investment objectives. They may invest client assets according to model portfolios developed by an unaffiliated investment manager or use third-party money managers. MFG Investments also offers standalone financial planning services for a negotiated fee, covering a range of financial management topics. They may also provide educational seminars and workshops.
Assets Under Management$150M
Clients344
Advisors5
Avg. per Client$420K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for investment management services will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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