Magpie Consulting provides tailored investment management and financial planning services to individuals. Founded in 2007 and led by Bradley Piesco, Magpie Consulting helps clients build diversified portfolios using exchange-traded funds based on their unique risk tolerance, tax situation, and financial goals. Clients receive a written Investment Policy Statement outlining asset allocation, projected returns, and risk measures. Magpie Consulting offers both discretionary investment management, where the firm makes trades on the client's behalf, and non-discretionary management, requiring client approval for trades. Additionally, Magpie Consulting provides project-based financial consulting and advice on an hourly basis. The firm requires client accounts to be held with Altruist Financial.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30K | 2.00% |
| $30K - $50K | 2.00% |
| $50K - $150K | 1.75% |
| $150K+ | 1.00% |
Fees are negotiable and charged quarterly in arrears.