MG Financial Management offers financial planning, which results in a written plan, and investment management services, where they manage individualized portfolios based on client objectives and risk tolerance. They use exchange traded funds, bonds, stocks, and treasury bonds. Clients can place restrictions on investments in certain securities. Michael Guarracino is also an independent insurance agent and may receive commissions for the sale of insurance products.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable.