M Group Investment Advisor offers customized investment solutions through personal client contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio allocation. M Group constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks and bonds. They also offer retirement plan consulting services to employee benefit plans.
Assets Under Management$300M
Clients462
Advisors2
Avg. per Client$650K
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable at the discretion of the Advisor. Minimum account fee of 0.25% and $10 per month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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