MG Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,031,150,317
Clients
115
Advisors
3
of 9 employees
About
MG Financial serves high‑net‑worth individuals, families, trusts and foundations, typically clients with a liquid net worth threshold of $10 million or more. The firm provides comprehensive advisory services including asset allocation, selection and oversight of third‑party managers, cash‑flow and tax planning, stock option and restricted stock management, and the design of charitable and estate strategies, and it also advises pooled investment vehicles.
MG Financial’s approach is tailored and long‑term, emphasizing manager selection and oversight supported by manager interviews, reference checks and third‑party research; it typically implements client strategies by recommending or engaging external managers rather than directly trading individual securities for each client. The firm maintains discretion over the majority of assets under its supervision, including its pooled funds, and provides ongoing monitoring and periodic reporting to clients.
What distinguishes MG Financial from many peers is its role as sponsor and manager of MGF Partners, a multi‑series private fund of funds, and its ownership structure under a holding company that affiliates it with other registered investment advisers — relationships the firm discloses and manages for conflicts of interest. The firm’s AUM exceeds $1.1 billion while operating with a small advisory team, resulting in relatively high AUM per advisor, and it discloses related‑party investment relationships and oversight controls such as surprise audits.
Client services
Expertise
Occupation focus
Fee options
Fixed fees may be charged for certain projects, amounts vary
$0 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.85% annually $5,000,000 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
$85 to $850 per hour
Generally not used; some affiliated funds may charge performance fees but currently none do
Account minimum: $10,000,000 Minimum fee: Minimum fee may apply, specific amount not stated
Main office
30 Braintree Hill Office Park, Suite 104
Braintree MA 02184
Advisors at this office
3
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mary G
Series 65
Braintree, MA
MG Financial LLC
Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.
Michael T
Series 65
Braintree, MA
MG Financial LLC
Michael Thomas is a Series 65-licensed advisor with MG Financial LLC in Braintree, MA, where he has worked since 2016. He is part of a three-advisor team at the firm. MG Financial serves high-net-worth individuals, families, trusts, and foundations with a liquid net worth of $10 million or more. The firm provides comprehensive advisory services focused on long-term, tailored strategies, emphasizing manager selection and oversight, and it sponsors a multi-series private fund of funds called MGF Partners.
Kate C
Series 65
Braintree, MA
MG Financial LLC
Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.
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