MG&A Wealth (legally Meg Green & Associates) was founded in 1984 by Meg Green and is now principally owned by Todd Battaglia. Portfolios are invested through SEI mutual fund programs, outside managers on third-party platforms, or the firm's own models of ETFs, mutual funds and stocks. Outside manager fees (0.25% to 0.60%) and platform program fees (0.07% to 0.13%) are charged on top of MG&A's fee, and assets in its private investments program are billed at 1.00%. The firm also has offices in San Juan and London.
Overview
- Headquarters
- Plantation, FL
- Total Firm Assets
- $1.0 billion
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
Recent Rankings
Fee Disclosure
Source: MG&A WEALTH PART 2A DISCLOSURE BROCHURE (2025-09-18)
· View brochure text
Latest filing: MG&A WEALTH PART 2A DISCLOSURE BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $47,500 | 0.48% |
| $50 million | $147,500 | 0.30% |
| $100 million | $272,500 | 0.27% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 81.90%
- Number of High-Net-Worth Clients
- 231
- Total Client Accounts
- 1,924
- Discretionary Accounts
- 1,380
- Non-Discretionary Accounts
- 544
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 284866
- MG&A WEALTH PART 2A DISCLOSURE BROCHURE (2026-03-31) · View brochure text
- MG&A WEALTH PART 2A DISCLOSURE BROCHURE (2025-09-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗