MG Planning Services acts as a solicitor, referring clients to UBS Financial Services for investment management. MG Planning Services receives a portion of the advisory fees that clients pay to UBS. The client may go directly to UBS for advisory services. MG Planning Services does not manage client accounts or provide investment advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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