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How does the advisor help clients – Key Takeaways:
MG&A WEALTH PR LLC is dedicated to providing top-notch financial advice and services to its diverse client base. With a team of experienced and knowledgeable financial experts, they strive to help their clients achieve their desired financial goals and success.
The key takeaways of MG&A WEALTH PR LLC’s services include:
- Expertise in financial planning, investment management, and risk management
- Customized financial solutions tailored to each client’s unique needs and goals
- Unbiased advice and transparent communication with clients
- A focus on long-term relationships and ongoing support for clients
Facts and Insights:
Here are some important facts and insights about MG&A WEALTH PR LLC:
- Founded in 2010, the firm has over 10 years of experience in providing financial services.
- Currently, MG&A WEALTH PR LLC has $500 million in assets under management.
- The firm has a team of 10 highly qualified and experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10 |
Financial Services Offered:
MG&A WEALTH PR LLC offers a comprehensive range of financial services to help clients achieve their financial objectives, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
The firm caters to a diverse clientele, including:
- High net worth individuals
- Small business owners
- Professionals
- Retirees
- Individuals and families
Fees & Compensation:
MG&A WEALTH PR LLC’s fee structure is straightforward and transparent. They charge a percentage of assets under management for their investment management services. For financial planning services, the firm charges an hourly or flat fee, depending on the complexity of the client’s needs. The firm does not receive any commissions or hidden fees, ensuring that their advice is unbiased and in the best interest of their clients.
Background:
MG&A WEALTH PR LLC was founded by Mark Garrison, a highly qualified and experienced financial advisor with over 20 years of experience in the industry. With a team of experts, the firm has grown to become a trusted and reputable financial advisor, known for their excellent service and commitment to their clients’ success.
Financial Advisor Disclosures to Know:
MG&A WEALTH PR LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is subject to strict regulations and must adhere to fiduciary standards, always acting in the best interest of their clients. The firm has a clean regulatory record, with no disciplinary actions or sanctions.
Additionally, the firm has a strict code of ethics, requiring all advisors to avoid any conflicts of interest and disclose any potential conflicts that may arise. This ensures that clients receive unbiased and honest advice.