Market Investment Group offers portfolio management and broad-based financial planning services to individuals, trusts, estates, and business entities. The firm works alongside sub-advisors such as Foundations Investment Advisors to manage client portfolios using model portfolios. Market Investment Group's financial planning covers cash flow analysis, tax planning and analysis, retirement planning, portfolio analysis, insurance analysis, education savings, and estate analysis. In addition, the firm partners with affiliated tax professionals and legal services to provide bundled service tiers that include tax preparation and estate planning benefits based on the size of the client's portfolio. Market Investment Group also offers insurance products through affiliated agencies. The firm generally operates on a discretionary basis, allowing advisors to make trades on behalf of clients according to pre-approved investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable at the advisor's discretion. Certain aggressive model providers may add an extra 0.15% to the management fee. Asset values used for fee calculation include fixed life insurance products and index-linked annuities where advised.