Magnolia Growth Capital (MGC) manages investment portfolios based on clients' individual needs and goals. MGC also offers financial planning services covering areas like cash flow, insurance, retirement, and tax strategies. Additionally, MGC provides business consulting services on an hourly or project basis, assisting with strategic planning, operational analysis, and employee benefits.
Assets Under Management$1.7M
Clients12
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Minimum annual fee of $4,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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