MinichMacGregor Wealth Management offers investment management, financial planning, and consulting services. They provide advice on asset allocation, select third-party advisors, and manage investment portfolios. Services are tailored to individual client needs and financial situations. They may recommend insurance products or third-party advisors, creating a potential conflict of interest, but clients have the discretion to accept or reject these recommendations.
Fee Structure
MinichMacGregor Wealth Management's annual fee for managing your investments ranges from 0.50% to 2.50% of the value of your portfolio. The specific percentage depends on the amount of assets they manage for you. The fee is billed quarterly, in advance, based on the value of your account at the end of the previous quarter. In some cases, they may negotiate a lower fee.