Mecklenburg Financial Group (MFG) provides investment management services based on individual client goals, objectives, time horizon, and risk tolerance. MFG creates an Investment Policy Statement for each client to help select a suitable portfolio. MFG also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$3.3M
Clients14
Advisors1
Avg. per Client$230K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.30% |
| $300K - $1.0M | 1.05% |
| $1M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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