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How does the advisor help clients – Key Takeaways:
MGU ADVISORY, LLC is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive wealth management services. Their team of experienced advisors offer a range of financial solutions, from investment management to retirement planning and more. They pride themselves on their client-focused approach, always putting their clients’ best interests first.
Facts and Insights
As of December 2020, MGU ADVISORY, LLC has over $500 million in assets under management (AUM). They employ a total of 12 advisors and have been in business for 25 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 25 years |
Financial Services Offered
MGU ADVISORY, LLC offers a range of financial services to meet their clients’ needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
MGU ADVISORY, LLC works with individual clients, families, and small businesses. They also work with high-net-worth individuals and offer specialized services for this group.
Fees & Compensation
MGU ADVISORY, LLC is a fee-only firm, meaning they charge a fee for their services and do not receive commissions or other forms of compensation from third parties. The fee structure is based on a percentage of AUM, and the firm’s transparent approach ensures that there are no hidden fees or conflicts of interest.
Background
The founding of MGU ADVISORY, LLC can be traced back to 1995, when the firm was first established. Since then, they have grown and expanded their services, always staying true to their core values of integrity, transparency, and client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, MGU ADVISORY, LLC is required to disclose any potential conflicts of interest to their clients. These may include fees, compensation, affiliations, or any other factors that could affect their recommendations or actions. Clients can find these disclosures in the firm’s Form ADV, available on the SEC’s website.