Brent Allen Gorter

Magnate Advisory Services, LLC

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningDivorce PlanningInvestment Management

Magnate Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,298 clients

Average Client Portfolio

$201K average

Assets Under Management

$260.9M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

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

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History

Regulatory History (1)

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Customer Dispute

August 2006

Denied

View Full SEC Report How 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

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

Exams

No exam information available for this advisor.