Magnate Advisory Services, LLC
Assets Under Management
$260.9M
Number of Clients
1,298
Number of Advisors
7
Average Client AUM
$201K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Magnate Advisory Services, LLC offers financial planning services covering cash flow, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services and educational workshops. The firm assists retirement plan sponsors and manages portfolios on a discretionary or non-discretionary basis.
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
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
Location
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243