Mg Financial Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$30M
Clients42
Advisors1
Avg. per Client$710K
Avg. per Advisor$30M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The management fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Mg Financial Management, LLC | TrueAdvisor