Magnum Financial offers investment advisory services, managing client assets based on their goals and risk tolerance. They invest in various assets like CDs, mutual funds, ETFs, and stocks. Clients are encouraged to create a financial plan to guide investment decisions. Magnum Financial also provides financial planning services, including comprehensive and limited plans, on a one-time or ongoing basis, covering areas like retirement, taxes, and insurance.
Assets Under Management$13M
Clients73
Advisors1
Avg. per Client$170K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.20% |
Fees may be negotiable. For 401(k) accounts with monthly direct deposit, fees are waived until the account exceeds $30,000. Third party managed portfolios will process fees monthly or quarterly per Third Party agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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