Overview
- Headquarters
- Braintree, MA
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $11.9 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: MG FINANCIAL LLC (2025-08-29)
· View brochure text
Latest filing: MG FINANCIAL LLC (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.90% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $81,000 | 0.81% |
| $50 million | $281,000 | 0.56% |
| $100 million | $531,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 90.75%
- Number of High-Net-Worth Clients
- 86
- Total Client Accounts
- 137
- Discretionary Accounts
- 137
Services Offered
Services: Financial Planning, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 107649
- MG FINANCIAL LLC (2026-03-24) · View brochure text
- MG FINANCIAL LLC (2025-08-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗