Mgo Private Wealth, LLC
Assets Under Management
$206.2M
Number of Clients
71
Number of Advisors
2
Average Client AUM
$2.9M
AUM per Advisor
$103.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Legacy PCG provides financial planning, consulting, and investment management services. They manage client portfolios on a discretionary or non-discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. They also offer retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Financial planning fees range from $1,500 to $15,000, depending on the scope and complexity of the services. Investment management fees vary between 0.50% and 1.00% annually, based on portfolio size and services rendered. Retirement plan consulting fees typically range between 0.25% and 0.75%, depending on the services provided and the amount of assets to be managed. Legacy PCG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
Areas of Practice
Location
111 Pacifica, Suite 300, Irvine, CA, 92618