Thomas Hagedorn is a CFP-designated registered investment advisor at Magnate Advisory Services, LLC, based in Cincinnati, OH, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,576 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable and may be discounted based on unique circumstances.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a managing member of En Garde! Investing LLC, operating as Magnate Advisory Services, dedicating about half of his time. He also manages Christian History in America LLC, a publisher of nonfiction books, spending minimal time, and is a Certified Public Accountant, but spends no time on it.
Employment History
Current Registrations
Magnate Advisory Services, LLC
Previous Registrations
A. G. Edwards & Sons, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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