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Brent Gorter

Magnate Advisory Services, LLC
24 Years of Experience
Louisville, KY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brent Gorter is a registered investment advisor at Magnate Advisory Services, LLC, based in Louisville, KY, with 24 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Magnate Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,576 clients
Average Client Portfolio
$199K average
Assets Under Management
$314.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Fees are negotiable and may be discounted based on unique circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brent is a senior partner and managing member of multiple entities (Magnate Wealth Management, LLC and Capital Wealth Management, LLC) and a registered representative and investment adviser representative with Silver Oak Securities, Inc. He also sells non-variable insurance products and is involved in several real estate ventures.

Employment History
Current Registrations
Magnate Advisory Services, LLC
July 2016 - Present · 10 yrs 3 mos
Silver Oak Securities, INC.
April 2011 - Present · 15 yrs 6 mos
Silver Oak Securities, IncorporatedBroker
February 2008 - Present · 18 yrs 8 mos
Previous Registrations
Cuttingedge Advisors
January 2010 - April 2011 · 1 yr 3 mos
Cuttingedge Advisors
March 2008 - December 2009 · 1 yr 9 mos
Questar Asset Management, INC.
January 2008 - February 2008 · 1 mo
Questar Capital CorporationBroker
August 2004 - February 2008 · 3 yrs 6 mos
Touchstone Securities, INC.Broker
July 2002 - August 2004 · 2 yrs 1 mo
State Registrations12 states
ALCAFLILINKSKYNCOHSCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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