MiGH Financial Planner, LLC provides ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. MiGH Financial Planner primarily recommends exchange traded funds but may use other securities to diversify portfolios.
Assets Under Management$19M
Clients13
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.90% |
| $200K - $800K | 0.78% |
| $800K - $1.5M | 0.75% |
| $1.5M - $3.5M | 0.67% |
| $3.5M+ | 0.63% |
Beginning December 1, 2025, all new AUM accounts will be assessed a daily AUM fee of 1%/252 on days that the market is open.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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