MGB Wealth Management offers both discretionary and non-discretionary portfolio management, along with financial planning services. They work with individuals, high net worth individuals, corporations, foundations, and retirement plans. MGB develops a financial outline and investment plan with each client, considering their financial situation, goals, and risk tolerance. Financial planning typically covers cash flow, retirement, and insurance analysis and is provided in conjunction with portfolio management.
Fee Structure
MGB Wealth Management's portfolio management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The maximum fee is 1.75%, depending on the level of engagement. The minimum portfolio value is generally $1 million, but exceptions may be made.