Magnolia Financial Planning Services provides financial planning advice in retirement, investment, tax, insurance, and estate planning. Magnolia analyzes a client's financial position, projects future assumptions, and makes recommendations in a written financial plan. Clients may impose restrictions on investing in certain securities. Magnolia also provides annual plan updates.
Assets Under Management$190M
Clients252
Advisors3
Avg. per Client$760K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
All fees are negotiable. The minimum fee includes fees for full-service financial planning and investment management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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