Magnolia Wealth Management provides investment management and financial planning services, focusing on business and retirement planning. They work with clients to develop and implement strategies to build and protect wealth. For investment management, they tailor portfolios based on your financial situation, goals, and risk tolerance. They may also recommend third-party money managers. Financial planning services cover areas like insurance, debt, retirement, and investments.
Assets Under Management$180M
Clients385
Advisors2
Avg. per Client$480K
Avg. per Advisor$92M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Management of brokered CDs shall only be charged a negotiated management fee up to a maximum of 1.00%. For accounts utilizing annuity products, accounts will be charged a 1% annual advisory fee, not to exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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