MLG Wealth Management, operating as Pine Grove Financial Group, provides ongoing investment management based on your financial situation and goals. They also offer financial planning services covering investment, retirement, insurance, tax, and education planning. Pine Grove Financial Group also provides retirement plan services to plan sponsors and participants. They may recommend third-party advisors to manage portions of your portfolio.
Fee Structure
Pine Grove Financial Group offers ongoing investment management for a fee based on a percentage of your portfolio's value. The annual fee can be up to 1.25%. If a third-party advisor is used to manage part of your portfolio, their fee will be separate and typically no more than 0.35% per year. There is a $250,000 minimum account size.