Magnificent Life Financial Planning provides financial transition and life planning services alongside investment portfolio management. They offer holistic financial advice tailored to individual or business needs. Services include financial reviews, retirement plan consultation, financial education, and tax preparation. They specialize in helping clients navigate life transitions like divorce, inheritance, or retirement.
Assets Under Management$54M
Clients130
AdvisorsN/A
Avg. per Client$420K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. If a third-party manager is used, their fee (typically starting at 0.25%) is in addition to Magnificent Life FP's fee, but the total will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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