MGN and Co LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MGN and Co is an SEC-registered independent investment adviser that provides customized financial planning, investment advice, consulting and portfolio monitoring to individuals and high‑net‑worth clients, as well as families, trusts, estates, small businesses, charitable organizations and pension or profit‑sharing plans. Services include written financial plans, other consulting engagements (hourly, flat fee or capped arrangements) and non-discretionary monitoring of client portfolios.
The firm’s recommendations are driven by macroeconomic and fundamental analysis to inform asset allocation and security selection, and advice is tailored to each client’s risk tolerance, time horizon and specific objectives. MGN and Co documents client investment guidelines, performs periodic reviews (including on client request, deposits/withdrawals and rebalancing) and may provide quarterly reports to clients receiving ongoing monitoring.
Notable features for a small, single‑advisor firm include a publisher role — the brochure discloses educational seminars and a client newsletter with subscription fees — and a mix of consulting engagements alongside advisory work. The firm is newly registered with no assets under management and is led by a principal with more than two decades of institutional and private‑equity experience, a background the brochure highlights as part of its service profile.
Client services
Expertise
Occupation focus
Fee options
One-time/flat fees for Financial Planning and Other Consulting Services, amount agreed in advance
$0 - $249,999: 0.75% per annum $250,000 - $499,999: 0.65% per annum $500,000 - $999,999: 0.50% per annum $1,000,000+: Negotiable
$100 to $300 per hour for Financial Planning and Other Consulting Services
Subscription fees for publications/newsletters ranging from $200 to $1,000 per year
Fee-only: Financial Planning and Other Consulting Services: hourly fees $100 to $300 per hour; one-time/flat fees; capped hourly fees with maximum fee agreed in advance
Main office
Venice CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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