MIDDLETON GARDINER GROUP LLC

FINANCIAL PLANNING • INVESTMENT MANAGEMENT Discover the fee-only, commission-free way.

The Fee-only, Commission-free Way.

Traditional brokerage firms often put their brokers on a treadmill, forcing them to constantly bring in new clients and ignore their existing ones–like you. We think there’s a better way, one that puts the customer first. And we think this is it.

As a fee-only advisor, we accept no sales or third party payments. Instead, we earn our fees based on the market value of our clients’ assets under management.* That means we’re obligated only to you. It also means we have no reason to make an investment except that we believe it will make you money.

What’s the difference between traditional brokers and MGG? Most brokers are compensated by commissions. This means they get paid per trade. It also means commission-based brokers are not just beholden to their clients–they’re also beholden to the organization paying that commission.

Some products pay a broker more than others. That could tempt a traditional broker into making a trade that works better for him than for you. And the more trades a broker makes, the more commission he generates. Such a structure makes clients wonder if every trade made on their behalf is really in their best interests.

*see disclosure for details

L a t e s t  V i e w s

Women for Women

When was the last time you thought of a budget? Maybe it was yesterday when the estimate for that unexpected household repair was presented, or maybe it was last week when you checked out of the grocery store. Large and small expenses crop up almost every day. The question is not how to avoid them but how to be prepared for them. The answer: a budget. Think of it as MapQuest for your finances.

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