Maggi Investment Services offers financial planning and investment management services to individuals. This includes helping clients determine their financial goals, manage cash flow, plan for taxes, review insurance, plan for retirement and education, and plan their estate. Maggi Investment Services may use third-party money managers to manage client assets. Christopher Maggi is the Chief Compliance Officer.
Fee Structure
Maggi Investment Services offers investment management services where fees are based on 1.5% of the value of your portfolio annually. This fee may be negotiable, and households may combine accounts for a reduced fee. Fees are billed quarterly, in advance.
Maggi Investment Services may also use Orion Portfolio Solutions to manage client assets. In this case, total annual fees, including Maggi Investment Services' fees, cannot exceed 2.5% of the value of your portfolio. These fees are charged monthly, in arrears.
Maggi Investment Services also has a co-advisor relationship with Gradient Investments, LLC. In this arrangement, fees are 1.60% annually for Strategic, Tactical, and Allocation & Defined Outcome Portfolios, 1.00% for Preservation Portfolios, and 1.50% for Private Wealth Portfolios. Maggi Investment Services receives 1.00% of the fee for Strategic, Tactical, and Allocation & Defined Outcome Portfolios, 0.60% for Preservation Portfolios, and 1.00% for Private Wealth Portfolios. For Client Directed Accounts, the fee is $300 annually, with Maggi Investment Services receiving $0.