How does the advisor help clients – Key Takeaways:
MGM LLC is a financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Through expert financial advice and personalized strategies, MGM LLC helps clients navigate the complexities of the financial world and make informed decisions about their money. The firm’s commitment to excellence and client satisfaction has made it a trusted partner for individuals, families, and businesses for over 20 years.
Facts and Insights
MGM LLC is a privately-held company that was founded in 1999 by financial expert Michael Green. With a team of experienced advisors, the firm has grown to become one of the most respected firms in the industry. MGM LLC is headquartered in New York City and has offices across the United States to serve clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 20 years |
Financial Services Offered
MGM LLC offers a variety of financial services to help clients reach their financial objectives. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides financial education and resources to help clients make informed decisions about their money.
Client Types
MGM LLC serves a diverse group of clients, including individuals, families, small businesses, and corporations. The firm works with clients from all walks of life and tailors its services to meet their unique needs and goals. MGM LLC prides itself on its ability to build long-lasting relationships with clients, providing them with personalized attention and top-notch service.
Fees & Compensation
MGM LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of the assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm’s compensation increases as the client’s assets grow. MGM LLC does not charge any sales commissions or receive any compensation from third parties, ensuring that clients receive unbiased financial advice that is in their best interest.
Background
The founder and CEO of MGM LLC, Michael Green, is a certified financial planner (CFP) with over 30 years of experience in the financial industry. He is also a chartered financial analyst (CFA) and a member of the National Association of Personal Financial Advisors (NAPFA). With a team of highly qualified advisors, MGM LLC has the expertise and knowledge to help clients navigate the complex world of finance and achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MGM LLC is required to disclose any potential conflicts of interest to its clients. The firm’s disclosure document, Form ADV, outlines any potential conflicts and details how the firm manages them. MGM LLC takes its fiduciary duty seriously and always acts in the best interest of its clients.