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Magnate Advisory Services, LLC

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Total assets under management

$260,916,167

More info

Total clients

1,294

4% high-net worth

Total advisors

6

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

216

Average account size

$201,635

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops
Financial consulting not resulting in a financial plan

Fee options

Fixed

Financial planning fixed fee ranging from $1,500 to $5,000

Percentage

$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)

Project-based

$250 per hour billed in six-minute increments

Other

Fee-only: Financial planning fixed fee ranging from $1,500 to $5,000; hourly fee of $250 per hour for limited planning components

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Magnate Advisory Services, LLC

400 Blankenbaker Parkway, Suite 100

Louisville KY 40243, United States

Number of offices

3

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website (502) 855-3160

Advisors at this firm

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John D

Series 63, Series 66

Louisville, KY

Magnate Advisory Services, LLC
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Thomas H

CFP®, Series 63, Series 65

Louisville, KY

Magnate Advisory Services, LLC
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Zachary F

Series 63, Series 65

Louisville, KY

Magnate Advisory Services, LLC
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Brenton D

Series 66

Elizabethtown, KY

Magnate Advisory Services, LLC
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James N

CFP®, Series 66

Louisville, KY

Magnate Advisory Services, LLC
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Michael O

Series 63, Series 65

Louisville, KY

Magnate Advisory Services, LLC
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Valerie D

Series 66

Bardstown, KY

Magnate Advisory Services, LLC
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Call (201) 292-4557

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