MGFS Private Wealth provides investment and financial advice to individuals, high-net-worth individuals, businesses, and retirement plans. MGFS PW offers services like portfolio management based on your goals and risk tolerance, financial planning covering areas like retirement and taxes, and consulting services. MGFS PW may recommend third-party money managers through platforms like Brinker, Envestnet, and AssetMark.
Assets Under Management$91M
Clients188
Advisors1
Avg. per Client$480K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$500K
MGFS Private Wealth charges a maximum annual fee of 1.95% of the assets they manage in your investment portfolio. The exact fee schedule is determined by your advisor. Fees charged by third-party platforms or managers are in addition to MGFS PW's fee. Fees are typically deducted from your account monthly or quarterly.
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