Magnus Financials offers non-discretionary portfolio advisory services, financial planning, educational seminars, and financial consulting for individuals and small businesses. Magnus Financials focuses on strategic asset allocation primarily using exchange-traded funds, tailored to each client's specific goals and risk tolerance. Clients maintain direct custody of their funds and execute their own trades based on recommendations. The firm also offers consulting services for small business valuations and maintains affiliations with real estate and insurance agencies, which can create potential conflicts of interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Subject to a minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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