MG&A Wealth offers personalized financial planning and investment management services. Financial planning involves analyzing your financial situation and objectives to develop a written plan. Investment management includes both discretionary and non-discretionary options, including the SEI Program, UMA/SMA Program, and Adviser as Portfolio Manager Program. MG&A Wealth also manages private funds, but you are not obligated to invest in them.
Assets Under Management$800M
Clients662
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Older client relationships may be subject to different fee schedules. Additionally, assets in the Private Investments (PI) Program are charged an annual fee of 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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