Advisor at Magellan Financial Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Magellan Financial Solutions LLC
Location
Warwick, NY 10990
Credentials
Series 63, Series 65
Industry experience
4 years
Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.
Based on Magellan Financial Solutions LLC
Financial planning fixed fees between $1,500 and $7,500; Retainer fees typically $4,000 to $25,000 annually
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.60%
$300 - $500 per hour
Account minimum: $400,000 (may be waived at firm's discretion) Fee-only: Fixed fees $1,500 - $7,500; Retainer $4,000 - $25,000 annually; Hourly fees $300 - $500
13 Oakland Avenue
Warwick, NY 10990
New York
COF I, LLC
2013 - Present (13 years)
Magellan Financial Solutions
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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