Magnolia Freedom Wealth Management (MFWM) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. MFWM also offers financial planning services. MFWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$0
Clients4
AdvisorsN/A
Avg. per Client$0
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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