Magnate Advisory Services offers comprehensive financial planning, investment portfolio management, and retirement plan consulting to individuals, high-net-worth clients, businesses, and charitable organizations. The firm operates with a focus on personalized guidance, utilizing Modern Portfolio Theory and a long-term buy-and-hold strategy with periodic rebalancing to manage client investments. Magnate Advisory Services tailors its financial planning to address cash flow and budgeting, retirement projections, college funding, risk management, tax efficiency, estate planning coordination, and divorce planning. Clients can engage the firm for broad-based financial plans, modular planning, hourly consultations, or ongoing portfolio management on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable and may be discounted based on unique circumstances.