Frequently Asked Questions

We are fiduciaries, meaning we have an ethical obligation to keep our clients’ best interests in mind for all decisions. Our fees and processes are completely transparent allowing clients to know what services we provide, how we provide those services, and how we are paid to provide those services. MG Financial Group puts clients’ interests ahead of our own and we focus on the importance of after-tax investment returns in the process.
Individuals and families that appreciate working with advisors held to fiduciary
standards who work to develop, implement and review a strategic plan used to meet their personal investment goals
and objectives.
An initial data gathering discussion would occur to determine if your needs would be met
through a typical MG Financial Group client-advisor relationship. Click the get started button to schedule a no-obligation meeting with us. You will learn how we can help you build a custom tailored plan for your needs that encompasses all aspect of finances that will help set you up for financial success!
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MG Financial Group charges a quarterly fee based on a percentage of assets
under management. All of our services are included in this fee.

Account Market Value Annual Incremental Fee
First $250,000 1.20%
Next $250,000 ($250,001-$500,000) 1.00%
Next $250,000 ($500,001-$750,000) 0.75%
Next $1,250,000 ($750,001-$2,000,000) 0.50%
Over $2,000,000 0.25%
We currently work with clients throughout the United States. Using today’s technology, we can provide all the same services to clients inside and outside the Milwaukee area.
You will have a lead advisor but will also have interactions with the other advisors
based on your specific needs and the advisor’s area of expertise. All of our advisors
have a specialized area of expertise that they bring to the firm, which helps us
deliver both broad and specific advice to our clients throughout the advisor-client
relationship.
Each client situation is unique depending on his/her existing relationships.
Once the advisor-client relationship is established, our team will assist with the
necessary paperwork to transfer existing accounts.
We take this responsibility very seriously. We realize the importance of confidentiality and have processes and
procedures in place to ensure your information is kept confidential. Also see our Privacy Policy
Yes, we are registered advisors under the Investment Advisers Act of 1940. Please see Form ADV Part 2A for additional information.

Registration with the SEC does not imply a certain level of skill or training.

We provide an initial investment review for all of our new clients and our advisors conduct an ongoing review at least annually (either in person, via phone or email). Significant market events, changes in client circumstances, requests by our clients, or at the suggestion of a client service professional may trigger an advisor to review.
Each of our clients has a unique allocation and
mix of investments, which makes traditional measures of standard performance not
applicable. However, measuring and reviewing a client’s individual portfolio
performance is an important part of our planning and investing process.