Minichmacgregor Wealth Management, LLC

MinichMacGregor Wealth Management, LLC is a registered investment adviser based in Saratoga Springs, New York, established in 2009. The firm offers a range of investment advisory services, including financial planning, asset allocation, and discretionary portfolio management. Clients can receive services on an all-inclusive or individual basis tailored to their financial situation and needs. The firm may recommend independent third-party money managers for account management services and may use proprietary investment strategies for certain clients. Clients have the option to grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior consent for each transaction. The firm charges fees for financial planning/consulting services based on a fixed fee or hourly fee structure, and portfolio management fees range from 0.50% to 2.50% based on the market value of assets under management. MinichMacGregor does not accept performance-based fees, and clients have the right to decline to implement any advice provided on a non-discretionary basis. The firm does not vote proxies on behalf of clients and does not determine eligibility for class action lawsuits. Clients receive regular account statements from the custodian holding their funds and securities, and the firm maintains strict privacy policies to protect clients' nonpublic personal information.