MFG Family Office offers both discretionary and non-discretionary portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then select a model portfolio. MFG Family Office also provides financial consulting services for a negotiable fee. They may recommend third-party money managers and have a sub-advisory agreement with LFG Family Office S.A. in Switzerland for general advice.
Assets Under Management$210M
Clients3
AdvisorsN/A
Avg. per Client$71M
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 | Included |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees for accounts below $1,000,000 are negotiable and may be lower than those stated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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