Mg Financial LLC

MG Financial, LLC, established in 1996, specializes in providing advisory services to high net worth individuals, families, and affiliated trusts or foundations. Their services include asset allocation, manager selection, charitable and family gift strategies, estate and income tax planning. The firm focuses on developing, implementing, monitoring, and evaluating long-term financial strategies tailored to each client's needs. MG Financial oversees asset allocation and investment management for clients, providing ongoing and comprehensive financial planning advice. Clients receive quarterly reports customized to their needs. The firm charges fees based on client assets under advisement, fixed fees, or hourly rates. Asset-based fees start at 0.45% on the first $5,000,000 and may vary based on asset size. MG Financial has discretion over client assets and may invest in separately managed accounts or pooled vehicles. The firm conducts thorough analysis for asset allocation and manager selection, using fundamental and technical analysis. MG Financial has no disciplinary events, and the principals have clean records. The firm's Code of Ethics ensures integrity, competence, and ethical conduct. MG Financial maintains custody of client funds with qualified custodians and conducts annual audits. The firm's privacy policy ensures the confidentiality and security of client information.