MFG Wealth Management manages investment portfolios using market analysis and fundamental/technical data. They also offer estate, business, and family financial planning. MFG Wealth Management manages client assets on a discretionary basis, selecting securities based on research and a structured sell discipline. Charles Schwab is the primary custodian for client accounts.
Assets Under Management$110M
Clients346
Advisors3
Avg. per Client$320K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Negotiable annual fee ranges from 1% to 2%, depending on the size and complexity of a client's account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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