MKG Financial Group is an investment advisor that manages client assets, primarily using domestic small- to mid-cap strategies. MKG uses both technical and fundamental analysis to select investments. MKG's clients include individuals, pension/profit-sharing plans, trusts, estates, and charitable organizations. Clients provide investment objectives and restrictions, which MKG reviews to ensure they align with the client's needs and MKG's ability to manage assets effectively.
Assets Under Management$16M
Clients71
Advisors2
Avg. per Client$230K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable depending on account size, complexity, and other factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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