Market Investment Group (MIG) offers financial planning and portfolio management services. Financial planning covers cash flow, tax, retirement, investments, insurance, education savings, and estate analysis. For portfolio management, MIG uses sub-advisers like Foundations Investment Advisors for back-office support, trading, and model portfolios. MIG tailors investment advice to client needs and objectives, considering risk tolerance and financial situation. Clients can choose discretionary or non-discretionary portfolio management.
Fee Structure
Market Investment Group charges up to 1.50% of your portfolio annually for investment management. This fee covers compensation for Foundations Investment Advisors and most model providers. An additional 0.15% may apply for certain model providers using aggressive trading strategies. A $50 annual administrative and technology fee is also assessed. Fees are deducted monthly based on the average daily value of your portfolio. The fee may be negotiable.
The firm also offers combined services with affiliated tax and legal firms, with discounted services based on your portfolio size.