MAGIS Private Wealth Management offers investment management and consulting services. Consulting services are provided on an hourly basis and include analysis of investments, objectives, and risk tolerance. Investment management is provided on a discretionary basis, where MAGIS manages investments in line with client objectives and risk tolerance. MAGIS does not guarantee results, and losses may occur.
Assets Under Management$2.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are for equity and balanced accounts. Minimum annual fee of $4,000. For fixed investment accounts: $0 - $1 Million: 0.80%, Next $1 Million: 0.60%, Over $2,000,000: 0.40%. Minimum annual fee of $1,600 for fixed accounts. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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