Magnate Advisory Services offers financial planning covering cash flow, retirement, education, risk management, estate, and tax planning. They also manage investment portfolios, tailoring strategies to client objectives and risk tolerance. Magnate Advisory Services assists retirement plan sponsors and provides educational workshops on financial topics. Clients receive a privacy policy and conflict of interest disclosures.
Assets Under Management$260M
Clients1,298
Advisors8
Avg. per Client$200K
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...