My Portfolio Guide (MPG) provides ongoing investment management services to both separately managed accounts and retirement plans. MPG creates an Investment Policy Statement for each client to help select a portfolio that matches their specific situation. MPG uses customized models and a dividend-focused strategy. Financial planning discussions are typically included as part of the investment management fee and updated annually. MPG generally invests in mutual funds, equities, bonds, ETFs, REITs, insurance products, and government securities.
Assets Under Management$200M
Clients318
Advisors2
Avg. per Client$630K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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