Mkg Financial Group, INC.
Assets Under Management
$16.2M
Number of Clients
71
Number of Advisors
1
Average Client AUM
$228K
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)
About This Firm
MKG Financial Group, Inc. is a discretionary investment manager specializing in domestic small- to mid-capitalization strategies. They utilize both technical and fundamental analysis for equity investments. Clients include individuals, pension/profit-sharing plans, trusts, estates, and charitable organizations. As of December 31, 2024, MKG managed approximately $16.2 million in assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable under certain circumstances.
Fee Estimator
You'll pay an annual fee based on the size of your managed account. The fee is 1.75% on the first $500,000, 1.50% on the next $500,000, and 1.25% on amounts above $1,000,000. For each transaction, there is also a $11.99 ticket charge payable to TradePMR. The minimum account size is $250,000, but may be $100,000 in subadvisory arrangements or waived by MKG. Fees are negotiable under certain circumstances.
Areas of Practice
Location
205 SE Spokane Street, Suite 300, Portland, OR, 97202-6487