Drew Collins is a CFA-designated registered investment advisor at Magnus Financial Group LLC, based in Bedford Corners, NY, with 6 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,086 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Magnus Financial Group charges an annual advisory fee based on a percentage of the assets they manage for you. This fee is negotiable and can range from 0.5% to 1.5% annually. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Some advisors at Magnus offer separate investment strategies for an additional fee.
Location
Bedford Corners, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Magnus Financial Group LLC
Previous Registrations
Greenwich Investment Management, INC.
State Registrations1 state
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