Mgo Private Wealth, LLC

MGO Private Wealth, LLC is a Registered Investment Adviser offering financial planning, consulting, and investment management services. Established in July 2016, the firm is owned by MGO Group, LLC and Roman, LLC. As of December 31, 2024, the firm managed assets totaling $206,197,659. Services include retirement planning, education planning, trust and estate planning, investment policy statement planning, and discretionary or non-discretionary investment management. Fees for financial planning services range from $1,500 to $15,000, while investment management fees vary between 0.50% to 1.00% annually. The firm may recommend alternative investments and provides retirement plan consulting services. Clients have the option to grant investment discretion to the firm, allowing it to make decisions on their behalf. MGO Private Wealth does not charge performance-based fees and does not manage proprietary investment funds. The firm recommends the use of Charles Schwab Advisor Services, Fidelity Institutional Wealth Services, or JP Morgan for custody and brokerage services. Clients are encouraged to review their account statements and reports regularly. The firm has not been involved in any material legal or disciplinary events. MGO Private Wealth may receive compensation for client referrals and may recommend unaffiliated alternative investments where additional fees may apply. The firm has a Code of Ethics in place and does not accept the authority to vote client securities.