MFG Family Office offers discretionary and non-discretionary portfolio management services, tailoring investments to client objectives and risk tolerance using model portfolios. MFG Family Office also provides financial consulting services and can recommend third-party money managers to handle portions of a client's portfolio. The firm serves high-net-worth individuals, corporations, and other business entities.
Assets Under Management$220M
Clients5
AdvisorsN/A
Avg. per Client$44M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Family member account values living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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