Magnolia Capital Management is a registered investment advisor that provides investment advice to the families of its shareholders and clients personally known to its directors. It offers investment supervisory services and individual portfolio management, focusing on publicly traded securities. Magnolia also offers reviews of accounts held elsewhere, financial planning, and project-specific consulting.
Fee Structure
Magnolia Capital Management's annual fees for investment management are based on the size and composition of your account, ranging from 0.5% to 1.5% per year, charged quarterly. The minimum annual account fee is $500. Fees vary based on whether the account is fully discretionary and simple, or non-discretionary and/or complex. Accommodation accounts for family descendants under 21 have a flat rate of $100 per quarter.