MinichMacGregor Wealth Management offers a wide range of investment advisory services, including financial planning and consulting, asset allocation, selection of third-party money managers, and discretionary or non-discretionary portfolio management. MinichMacGregor Wealth Management designs long-term portfolios tailored to each client's individual objectives, risk tolerance, and time horizon. The firm primarily recommends mutual funds, exchange-traded funds, and independent money managers, and can also utilize proprietary investment strategies or specialized strategies involving leveraged and inverse exchange-traded funds for suitable clients. In addition to personal wealth management, MinichMacGregor Wealth Management provides retirement plan consulting services and participant-level advice for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual portfolio management fees range from 0.50% to 2.50% depending on the market value of assets under management. Fees are negotiable in special circumstances.