M&g Investments (USA) INC.

Fee-Only (% of Portfolio)

M&G Investments (USA) Inc. (MGIU) offers investment management services to its group affiliates, including insurance companies and investment advisors. MGIU provides fixed income investment strategies and a US Treasury strategy. MGIU also provides model portfolio services to certain non-group affiliate clients. Additionally, MGIU offers investment advisory services to group affiliates in the form of private asset sourcing and origination, as well as a global thematic technology equity strategy.

Assets Under Management$16B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.15%

Fees are negotiable between MGIU and Group Affiliates. Compensation received by MGIU is generally comprised of fees based on a percentage of assets under management and performance-based amounts. Reductions may be negotiated on a case-by-case basis.

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

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