Thomas Hagedorn is a CFP-designated registered investment advisor at Magnate Advisory Services, LLC, based in Cincinnati, OH, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,298 clients with $260M 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 - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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