Mfg Private Wealth's Form ADV discloses 1.25% on the first $250,000, 1.15% on the next $250,000, 1.00% on the next $500,000, 0.85% on the next $1 million, 0.75% on the next $1 million, 0.50% on the next $2 million, and negotiable rates above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #334574), Mfg Private Wealth is subject to fiduciary duty under federal law.
Mfg Private Wealth is headquartered in CANONSBURG, PA.
Mfg Private Wealth serves 129 high-net-worth clients according to their SEC filing dated August 14, 2026. View client details ↓
According to their SEC Form ADV, Mfg Private Wealth offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Mfg Private Wealth manages $146 million in client assets according to their SEC filing dated August 14, 2026.
According to their SEC Form ADV, Mfg Private Wealth serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓