Magellan Financial Solutions provides investment management based on individual client goals and risk tolerance. Magellan also offers financial planning services covering areas like retirement, college, and debt management. Magellan creates a tailored program for each client, which includes an interview session to understand their specific needs and a plan executed by Magellan.
Assets Under Management$40M
Clients44
Advisors1
Avg. per Client$920K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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