Missional Advisor Group (MAG) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. MAG creates an Investment Policy Statement for each client. MAG may provide advisory services through programs sponsored by LPL Financial. MAG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, and non-U.S. securities, although MAG primarily recommends mutual funds and ETFs.
Assets Under Management$42M
Clients140
Advisors1
Avg. per Client$300K
Avg. per Advisor$42M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.5M | 0.65% |
| $5.5M+ | 0.50% |
Fees are negotiable. MAG also offers services through LPL Financial's advisory programs, with maximum fees up to 2.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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