Mbg Retirement, Inc. is a pension cosultant based in Houston. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Louisiana and Texas.
Mbg Retirement provides pension consulting services and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Mbg Retirement, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of James Russell Reid is pension and profit sharing plans with 40 clients and $0 of assets under management. Among the 2 most similar advisory firms, Mbg Retirement has the highest percentage of pension and profit sharing plans out of all clients.
None of the firm’s clients are foreign persons or businesses.
Mbg Retirement doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Russell Reid has been acting as President since 1 Sep 2008. Gayla Berry Gaudette joined the executive team most recently as the Sr. Vice President.
The principal office where Mbg Retirement, Inc. performs its advisory services is located at 11700 Katy Freeway, Houston, TX 77079, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-693-1650 or by fax 281-664-3001. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at higginbotham.net.