MG Financial, based in Seattle, WA, provides personalized financial planning services and recommends third-party money managers to clients. They gather information about your financial situation and goals to develop a tailored strategy. They monitor the money manager's performance to ensure it aligns with your goals. MG Financial offers advice on all types of securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. The third party annual portfolio management advisor fee is billed and payable quarterly in arrears based on the value of your account on the last day of the quarter. The total advisory fee, the third party money manager advisor fee noted above (not to exceed 1.0%) plus the weighted average Investment Fee (MM Investment Fee) as reported by SEI of your chosen strategies is deducted from your account and together will not exceed 2.0%. Our firm does not receive any portion of the MM's Investment fees.