MFG Capital offers investment management and financial planning services. For investment management, MFG Capital determines your goals, risk tolerance, and time horizon to create a suitable investment strategy. MFG Capital also works with Beacon Capital Management as a co-advisor. Financial planning covers wills, estate plans, investments, taxes, insurance, retirement, college planning, debt management, and budgeting. Seminars and workshops are also offered to educate the public.
Assets Under Management$40M
Clients211
Advisors1
Avg. per Client$190K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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