Magellan Planning Group offers investment and financial planning services to individuals, high-net worth individuals, trusts, estates, and charitable organizations. Magellan Planning Group manages portfolios with a tactical allocation strategy. Financial planning services include retirement planning, tax strategies, cash flow and budgeting analysis, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
www.magellanplanning.com ·www.facebook.com/magellanplanning ·www.linkedin.com/company/magellan-planning-group
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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