Magpie Consulting provides asset management and financial planning services tailored to each client's unique needs. They create an Investment Policy Statement (IPS) to define objectives, risk tolerance, and asset allocation. Services are offered on both discretionary and non-discretionary bases. They also offer financial planning and investment consulting services on a consultative basis, following the financial planning process advocated by the Certified Financial Planner Board.
Assets Under Management$2.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $150K | 1.75% |
| $150K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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