Advisor at Magnate Advisory Services, 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
Magnate Advisory Services, LLC
Location
Bardstown, KY 40004
Credentials
Series 66
Industry experience
19 years
Financial planning fixed fee ranging from $1,500 to $5,000
$0 - $249,999: 2.00% (200 basis points) $250,000 - $499,999: 1.75% (175 basis points) $500,000 - $999,999: 1.50% (150 basis points) $1,000,000 - $4,999,999: 1.25% (125 basis points) $5,000,000 - $9,999,999: 1.00% (100 basis points) $10,000,000+: 0.75% (75 basis points)
$250 per hour billed in six-minute increments
Fee-only: Financial planning fixed fee ranging from $1,500 to $5,000; hourly fee of $250 per hour for limited planning components
Magnate Wealth Management
2017 - Present (9 years)
Silver Oak Securities Inc
2017 - Present (9 years)
Bardstown Board of Education
2011 - 2021 (10 years)
Ic Advisory Services, Inc.
2010 - 2017 (7 years)
The Investment Center, Inc.
2010 - 2017 (7 years)
VMD, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Bardstown, KY
Edward Jones
Series 65, Series 66
Bardstown, KY
Edward Jones
Series 63, Series 66
Bardstown, KY
Edward Jones
Series 65
Bardstown, KY
Fenwick Financial
Series 66
Bardstown, KY
Federal Hill Capital Management
Series 66
Bardstown, KY
Federal Hill Capital Management
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