Magna Vis Capital LLC (MVCL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. MVCL also offers financial planning services covering areas like investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. MVCL primarily recommends equities and ETFs, focusing on undervalued stocks. MVCL requires discretionary authority to manage client accounts.
Assets Under Management$350K
Clients5
Advisors1
Avg. per Client$71K
Avg. per Advisor$350K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, there is also a 20.00% performance fee based on capital appreciation. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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