MG Capital Partners

MG Capital Partners at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFA.
• Its Form ADV reports 3 employees and 210 individual clients, 19 of them high net worth.
• Its average account is about $289,000 (assets it manages divided by its 288 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

MG Capital Partners fees

MG Capital Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Dale Mason

• Denislav Dantev

• Jose Sobrado

  CFA

Other fee-only firms in Chevy Chase

• Personal Financial Partners
• Plotkin Financial Advisors
• TritonPoint Wealth
• Wellington Capital Management
• Binnacle Financial Group
• Carderock Capital Management
• Inaltis Capital Management
• Intervest

Fee-only advisors in Maryland