The Musuneggi Financial Group (MFG) provides investment advice and financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. MFG offers portfolio management based on individual client goals and risk tolerance, and may direct clients to third-party investment advisors. MFG also offers pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and estate planning.
Assets Under Management$150M
Clients795
Advisors4
Avg. per Client$180K
Avg. per Advisor$36M
mfgplanners.com ·www.linkedin.com/company/the-musuneggi-financia... ·www.facebook.com/themusuneggifinancialgroup
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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