Members Advisory Group offers wealth management services, including financial planning and investment management. The firm works with clients to determine their investment objectives and risk tolerance, then develops a tailored strategy. Members Advisory Group primarily advises on equity securities, debt securities, mutual funds, and exchange traded funds. The firm manages accounts on a discretionary basis, but clients can impose restrictions on their investments.
Assets Under Management$400M
Clients895
Advisors4
Avg. per Client$450K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1M+ | 0.65% |
Fee may be negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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