BG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,298 clients
Average Client Portfolio
$201K average
Assets Under Management
$260.9M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are billed monthly or quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:$250/hr
Financial planning fees range from $1,500 to $5,000 for broad-based plans. Limited planning components are billed hourly at $250/hour. Portfolio management fees are based on a percentage of assets under management (AUM), as detailed in the fee table. Educational workshops are complimentary.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006Denied
Other Business ActivitiesSells Insurance
Brent is a senior partner and managing member of multiple entities (Magnate Wealth Management, LLC and Capital Wealth Management, LLC) and a registered representative and investment adviser representative with Silver Oak Securities, Inc. He also sells non-variable insurance products and is involved in several real estate ventures.
Employment History
Current Registrations
Magnate Advisory Services, LLC
July 2016 - Present · 9 yrs 6 mos
Silver Oak Securities, INC.
April 2011 - Present · 14 yrs 9 mos
Silver Oak Securities, Incorporated Broker
February 2008 - Present · 17 yrs 11 mos
Previous Registrations
Cuttingedge Advisors
January 2010 - April 2011 · 1 yr 3 mos
Cuttingedge Advisors
March 2008 - December 2009 · 1 yr 9 mos
Questar Asset Management, INC.
January 2008 - February 2008 · 1 mo
Questar Capital CorporationBroker
August 2004 - February 2008 · 3 yrs 6 mos
Touchstone Securities, INC.Broker
July 2002 - August 2004 · 2 yrs 1 mo
State Registrations12 states
ALCAFLILINKSKYNCOHSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.