Magnolia Private Wealth offers customized financial planning and portfolio management services. Financial planning covers various aspects of managing financial resources based on individual needs. Portfolio management involves discretionary authority to manage client accounts. Magnolia also provides employee benefit plan services to employer plan sponsors, assisting in establishing, monitoring, and reviewing retirement plans.
Assets Under Management$230M
Clients159
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee charged is negotiable and is set forth in the portfolio management services agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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