We are fiduciaries meaning we have an ethical obligation to keep the clients best interests in mind for all decisions. Our fees and our processes are completely transparent allowing clients to know what services we provide, how we provide it, and how much we are paid to provide it. MG Financial puts your interest ahead of ours and we focus on the importance of after-tax investment returns in the process.

Individuals and families that appreciate working with an advisor held to a fiduciary standard and having an open architecture process where a strategic plan is developed, implemented, and reviewed to meet their personal investment goals and objectives.

Initial data gathering discussion to determine if potential client needs would be met through a typical MG Financial Group client-advisor relationship. Get Started

MG Financial Group charges a quarterly fee based on a percentage of assets under advisement. All of our services are included in this fee.

Account Market Value	Annual Incremental Fee
First $500,000	1.20%
$500,001-$2,000,000	0.75%
$2,000,001-$5,000,000	0.50%
Over $5,000,000	0.25%

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 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.