Magnus Financial Group offers personalized financial planning, counseling, and investment management services. They work with individuals, family offices, trusts, estates, businesses, and retirement plan sponsors. Magnus can manage investments on a discretionary or non-discretionary basis, primarily using mutual funds, ETFs, and individual securities. They also provide advice on retirement rollovers and may recommend external money managers.
Fee Structure
Magnus Financial Group charges an annual advisory fee based on a percentage of the assets they manage for you. This fee is negotiable and can range from 0.5% to 1.5% annually. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Some advisors at Magnus offer separate investment strategies for an additional fee.