Magnifina, LLC creates and manages investment portfolios, primarily consisting of stocks, for its clients. They also offer financial planning services, ranging from comprehensive plans to single-subject consultations. For clients with over $250,000, Magnifina may hire third-party managers. Magnifina also advises on alternative investments on a non-discretionary basis. Clients can also provide ethical preferences for their investments.
Assets Under Management$54M
Clients17
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable for client accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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