MG Financial Services offers discretionary portfolio management and general investment advice. They invest primarily in common stock of high-quality, industry-leading companies with solid financials and reasonable valuations, focusing on dividend growth. Client portfolios typically exceed 20 equity positions, diversified across industries and covering both foreign and domestic equities. The firm does not tailor services on a client-by-client basis but determines if client objectives are appropriate for their investment strategies.
Assets Under Management$6.4M
Clients36
Advisors1
Avg. per Client$180K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees may be negotiable on a client-by-client basis. Related client accounts may be grouped for determining account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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