Assets Under Management
$260.9M
Number of Clients
1,298
Number of Advisors
7
Average Client AUM
$201K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Magnate Advisory Services, LLC offers financial planning services covering cash flow, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. The firm assists retirement plan sponsors and offers educational workshops. They manage portfolios on a discretionary or non-discretionary basis.
| Assets Under Management | 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% |
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243