0.50% Annual Fee on first $250,000 AUM

0.25% Annual Fee on AUM >$250,000

No Minimum Assets Required

$25 Minimum Fee per quarter

$100 Per Client Account Opened

Initial Personal Balance Sheet Plus Quarterly Updates

30 Minute Monthly Update On Account (In Person or Virtual)

1 Hour Quarterly Account/Statement Review (In Person or Virtual)

Free Monthly Subscription to Mills Finance Group newsletter on Substack ($5 monthly value)

Paper or Electronic Copy of Account Statements from account custodian

Free Updates On Client Financial Plan

Unlimited Free Transactions In Investment Accounts

3 Free Email, Text or Phone Questions Per Month

Client Referral Discount - 50% off one quarterly fees for each new account referred (Up to $100 maximum discount, Applied to Next Quarterly billing)

Tax Preparation Discount - MFG Wealth Management clients will receive 25% off their base return fees, and free of charge filing of form 8949 for sales of capital assets

Free Subscription to MFG Newsletter on Substack ($5 Monthly/$50 Annual Value)

Fees must be prepaid by client quarterly. MFG will send each client an invoice for the billed amount in advance of each quarter.

MFG Clients will only be billed a fee % of AUM for the investments under management by MFG advisors (accounts covered by the LPOA). We will not include the value of assets maintained outside MFG services in the fee calculation.

Discounts will be applied to the current year’s tax return, or the next quarterly billing. Discounts will not be applied to amounts already paid, only applied to open account balances.