Magna Advisors, LLC is a registered investment advisor providing investment management services tailored to individual client needs. They develop personalized asset allocations and manage portfolios based on client goals, risk tolerance, and time horizons. Magna Advisors also offers financial planning services, including one-time financial plans and ongoing financial planning support, covering areas like financial goals, cash flow, debt management, and retirement planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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