MGN and Co offers financial planning and investment management advice to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension plans. The firm assists clients with financial objectives, problem identification, cash flow management, retirement planning, and financial analysis. MGN and Co advises on mutual funds, exchange traded funds, equities, bonds, and alternative investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1000K | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable for $1,000,000 and above. The above schedule is for active guidance of your account(s). For monitoring only services, the fees are: - **$0-$249,999** - 0.25% per year - **$250,000-$499,999** - 0.20% per year - **$500,000-$999,999** - 0.15% per year - **$1,000,000 and above** - Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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