MB Gen Wealth provides investment advice, financial planning, and consulting services to individuals, families, and retirement plans. MB Gen creates customized portfolios based on client goals and risk tolerance, using various investments like funds, stocks, and bonds. Financial planning includes tax and estate guidance. Retirement plan services help employers establish and monitor their company's retirement plan.
Fee Structure
MB Gen Wealth's standard investment management fee is 1% of your portfolio, with a maximum fee of 1.5%. This fee is negotiable and may be lower based on the size of your account, householding accounts, or legacy pricing. Fees are paid quarterly, either in advance or arrears, based on the value of your portfolio. MB Gen also uses sub-advisors, who charge separate fees ranging from 0.2% to 1.00%.