MMG Wealth Management offers investment management services where they manage client funds based on individual needs, developing investment plans with asset allocation targets. They primarily advise on stocks, bonds, mutual funds, and ETFs. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. MMG Wealth Management also provides advisory services through programs sponsored by LPL Financial.
Fee Structure
MMG Wealth Management's investment management fee is a percentage of the value of your portfolio, and it is negotiable, generally ranging from 0.50% to 1.50% per year. This fee is paid quarterly in advance. They also offer access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.75% to 2.95%. Additionally, they offer American Funds advisory services with a non-negotiable fee not exceeding 1.50% annually, deducted quarterly in arrears.