Chris Roe is a PFS-designated registered investment advisor at Magnolia Private Wealth, LLC, based in Presto, PA, with 24 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee charged is negotiable and is set forth in the portfolio management services agreement.
Fee Estimator
Location
Presto, PA
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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.
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Chris is a partner in WWM Partners I, LP, owner/president of Real Estate Rental, sole proprietor of Chris J. Roe CPA, managing member of Metropol Investments LLC and Rx Tax Advisors, LLC, and manager of Metropol Realty Group, LLC. He also serves as a trust protector for clients' irrevocable trusts. These activities require minimal time commitment.
Employment History
Current Registrations
Magnolia Private Wealth, LLC
Previous Registrations
Rx Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
The Fragasso Group INC.
Waldron Private Wealth
LPL Financial LLCBroker
State Registrations2 states
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.