Magnolia Wealth provides personalized portfolio management and financial planning services to individuals and high net-worth families. Magnolia Wealth builds customized investment strategies based on each client's goals, time horizon, and risk tolerance, and has the authority to make trades on your behalf. When clients hire Magnolia Wealth for both portfolio management and financial planning, financial planning services are included at no additional cost. Magnolia Wealth also offers annual tax return preparation at no extra charge for households with at least $250,000 in assets under management. In addition to investment management, Magnolia Wealth assists with retirement planning, cash flow analysis, tax reduction strategies, and estate preservation coordination through third-party platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are billed monthly in arrears based on average daily balance. Magnolia Wealth may lower or negotiate fees based on historical relationships, account composition, and asset amounts.