Courtney Wood is a CFP-designated registered investment advisor at Mag Cap, based in Ridgeland, MS, with 10 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,566 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MAG CAP charges a percentage of your portfolio for investment management services. The specific percentage will be outlined in your client agreement, but the annual fee will not exceed 2%. Fees are charged quarterly in advance based on the value of your account. MAG CAP may negotiate different fee structures depending on the size and type of account, the level of service required, and other factors. There is typically no minimum account size or minimum annual fee.
Location
1076 Highland Colony Pkwy, Suite 291, Ridgeland, MS, 39157
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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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Courtney owns three rental properties under her personal name since 2019 and 2020. She dedicates minimal time to these activities.
Employment History
Current Registrations
Mag Cap
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, 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.