MG Capital Partners, LLC offers ongoing non-discretionary portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide portfolio selection. MCPL also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. MCPL generally limits its investment advice to mutual funds and ETFs.
Assets Under Management$83M
Clients211
Advisors3
Avg. per Client$390K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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