Overview

Headquarters
Decatur, GA
Total Firm Assets
$237 million
Average High-Net-Worth Client Portfolio Size
$2.8 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: MPG FORM ADV2A (""DISCLOSURE BROCHURE"") AND FORM ADV2B (""BROCHURE SUPPLEMENTS"") (2026-09-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.00%
$500,001 $1,000,000 0.80%
$1,000,001 $3,000,000 0.65%
$3,000,001 and above 0.40%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million $30,000 0.60%
$10 million $50,000 0.50%
$50 million $210,000 0.42%
$100 million $410,000 0.41%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
84.15%
Number of High-Net-Worth Clients
70
Total Client Accounts
551
Discretionary Accounts
550
Non-Discretionary Accounts
1

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
127263
  • MPG FORM ADV2A (""DISCLOSURE BROCHURE"") AND FORM ADV2B (""BROCHURE SUPPLEMENTS"") (2026-09-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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