Magellan Financial Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,373,298
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
43
49% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
43
Average account size
$938,914
About
Magellan Financial Solutions LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement/profit‑sharing plans. The firm prepares a written Investment Policy Statement for each client, offers retirement‑account rollover advice, and delivers ongoing portfolio monitoring and planning services.
The adviser’s investment approach combines fundamental, technical, cyclical analysis and modern portfolio theory with an emphasis on capital preservation, behavioral‑economics insights, and asset allocation; it uses model portfolios tailored to each client’s goals, risk tolerance, and restrictions. Notably, Magellan employs borrowing (margin) and options strategies — including covered, uncovered, and spread positions — within client accounts and uses a mix of mutual funds, ETFs, equities, fixed income, REITs, non‑U.S. securities, and private placements.
As a solo adviser managing approximately $40.4 million across a small client base, the firm manages assets in‑house rather than selecting third‑party subadvisers and generally asks clients to use its recommended custodian for execution. The firm’s use of leverage and derivatives in separately managed accounts, together with the principal’s separate consulting work for private issuers (which can create access to private placement opportunities), are characteristics that distinguish it from many independent peers and are disclosed as potential conflicts the firm says it manages.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Wealth management
College savings (529s, UTMA, etc.)
Fee options
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
Main office location
Magellan Financial Solutions LLC
13 Oakland Avenue
Warwick NY 10990, United States
Number of offices
1
Most active in
Magellan Financial Solutions LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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