M.A. Global Investment Advisor, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,620,000
This total excludes 62 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
106
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$100,189
About
M.A. Global Investment Advisor, LLC provides investment advice to individuals and business entities, offering non-discretionary asset management and referrals to third‑party managers. The firm also conducts educational seminars and workshops and its advisory services are supplemented by an affiliated insurance business through which the firm offers insurance products.
Investment recommendations are tailored to each client’s goals, time horizon, and risk tolerance, with MAG using fundamental and technical analysis and obtaining client approval before executing transactions. When appropriate, MAG may recommend and monitor third‑party managers (the brochure references an ongoing relationship with Gradient Investments) and acts as the client liaison for those arrangements while receiving referral fees.
What is noteworthy about the firm is the principal’s significant outside insurance practice (approximately half of his time) and the firm’s receipt of solicitor/referral fees and other incentives from a third‑party manager, all of which the brochure identifies as potential conflicts mitigated by disclosure. The firm’s disclosure section also documents past regulatory matters (a FINRA final order imposing a fine and suspension and an arbitration claim), which the brochure states have been resolved.
Client services
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Active portfolio management
Fee options
$0+: 2.00% annually (maximum) for direct asset management services $0+: 2.00% annually total for Strategic Portfolios (1.00% to MAG + 1.00% to Gradient Investments) $0+: 1.80% annually total for Tactical Portfolios (1.00% to MAG + 0.80% to Gradient Investments) $0+: 1.70% annually total for Allocation & Defined Outcome Portfolios (1.00% to MAG + 0.70% to Gradient Investments) $0+: 1.00% annually total for Preservation Portfolios (0.60% to MAG + 0.40% to Gradient Investments) $0+: 1.50% annually total for Private Wealth Portfolios (1.00% to MAG + 0.50% to Gradient Investments) $0+: $300 annual flat fee for Client Directed Accounts (paid to Gradient Investments; $0 to MAG)
Fee-only: Annual advisory fees based on assets under management as detailed above; fees are negotiable.
Main office location
M.A. Global Investment Advisor, LLC
26677 W Twelve Mile Road, Suite 137
Southfield MI 48034, United States
Number of offices
1
Most active in
M.A. Global Investment Advisor, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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