Mgm LLC

MGM, LLC is a registered investment advisor established in 1993 and became a Registered Investment Advisor in August 2005. The firm offers a wide range of Client Advisory Services tailored to each client's objectives, including investment planning, retirement planning, estate planning, and risk management. MGM acts in the client's best interests and customizes portfolios based on investment objectives. The firm does not sponsor a wrap fee program and has $144,698,132 in discretionary reportable Assets under Management as of December 31, 2022. For fees, MGM charges a percentage based on Assets Under Management, with a minimum quarterly fee of $250. Financial planning services are offered at an hourly rate of $250 plus tax. Fees are paid quarterly in advance. MGM may recommend rollovers from employer retirement plans to individual retirement accounts, acting as fiduciaries. The firm does not charge performance-based fees. MGM provides investment advice primarily using mutual funds and may utilize other investments like ETFs, equities, and debt securities. The firm employs a Long Term Purchase strategy and conducts Top-Down Global Macro-Economic Analysis and Fundamental Analysis. Clients receive regular account reviews and reports. MGM has a Code of Ethics, practices investment discretion, and does not vote client securities. The firm has no disciplinary information and discloses affiliations with other firms under common ownership.