Magis Management provides investment consulting and manages investment portfolios for various clients. Investment consulting involves discussing financial needs and developing realistic goals. Investment management includes ongoing monitoring of client portfolios, with the ability to manage various securities. Magis has discretionary trading authority, meaning they can make trades without asking you first.
Assets Under Management$2.5M
Clients14
Advisors1
Avg. per Client$180K
Avg. per Advisor$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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