Magnolia Capital Advisors (MAG CAP) offers investment advice and portfolio management tailored to individual client needs. MAG CAP manages accounts on both a discretionary and non-discretionary basis. The firm also provides financial planning and consulting services covering areas like retirement, taxes, insurance, and estate planning. MAG CAP also offers retirement plan consulting services to employer plan sponsors.
Fee Structure
MAG CAP charges a percentage of your portfolio for investment management services. The specific percentage will be outlined in your client agreement, but the annual fee will not exceed 2%. Fees are charged quarterly in advance based on the value of your account. MAG CAP may negotiate different fee structures depending on the size and type of account, the level of service required, and other factors. There is typically no minimum account size or minimum annual fee.