M3 Advisory Group, LLC

M3 Advisory Group, LLC is a registered investment advisor established in January 2011, located in Needham Heights, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations. M3 serves as a fiduciary to its clients, providing customized investment advisory solutions through continuous personal client contact and interaction. The firm's investment approach is primarily long-term focused, utilizing domestic and international equity securities, fixed income securities, ETFs, and mutual funds to achieve client goals. M3 also offers financial planning and consulting services, including retirement plan advisory services. The firm's fee structure for investment management services ranges from 0.50% to 2.00% based on assets under management. Financial planning services are offered at a rate ranging from $150 to $350 per hour, or as an annual fee ranging from $5,000 to $72,000. M3 does not charge performance-based fees and does not accept proxy-voting responsibility for clients. The firm's managing director, John D. Jeffries, has over 26 years of experience and holds the Chartered Life Underwriter (CLU) designation. Mark W. Scionti, another managing director, has a background in economics and has been with the firm since 2015. The firm has a comprehensive privacy policy in place to protect clients' personal information and maintains strict confidentiality and security measures. Clients have the right to limit the sharing of their personal information with non-affiliated third parties.