Kim Magana
Kim Magana is a registered investment advisor at Marathon Capital Management, LLC, based in Huntington Beach, CA, with 7 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 60 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Marathon Capital Management (MCM) manages your money, the annual management fee ranges from 0.5% to 2%, depending on the size and complexity of your account. This fee is negotiable and paid quarterly, at the end of each quarter, based on the total value of your investments. When MCM recommends a sub-adviser, they charge an annual management fee between 0.5% and 2.98%, which includes the sub-adviser's fee. This fee is also negotiable and paid quarterly.
Location
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marathon Capital Management, LLC
State Registrations2 states
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