Magis Private Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,187,817
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
MAGIS Private Wealth Management, LLC provides discretionary private wealth management and project-based consulting to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, corporations and other entities. The firm manages roughly $2.19 million in discretionary assets and offers ongoing portfolio management alongside consulting engagements that produce analytical reports for clients.
The firm’s investment approach is primarily fundamental analysis, with consideration of technical and cyclical factors when appropriate, and portfolio management is conducted consistent with each client’s objectives and risk tolerance. Consulting clients receive analyses and may implement recommendations independently, while managed-account clients receive quarterly reports and custody is typically held at the broker-dealer the firm recommends.
Magis differs from many peers in its category by offering hourly consulting in addition to percentage-of-AUM management and by serving high-net-worth individuals as part of its client mix, both of which are less common for investment-manager firms. The firm operates at a small scale under a single owner-counselor who devotes only a portion of his time to advisory services and discloses receipt of custodial-related services from its recommended broker-dealer, which it identifies as a potential conflict of interest.
Client services
Portfolio management
Investment consulting
Expertise
Wealth management
Fee options
Flat fees may be negotiated for Private Wealth Management Services and paid quarterly in advance
$0 - $1,000,000: 1.4% annually for equity and balanced accounts; 0.80% annually for fixed investment accounts $1,000,001 - $2,000,000: 1.2% annually for equity and balanced accounts; 0.60% annually for fixed investment accounts $2,000,001+: 1.0% annually for equity and balanced accounts; 0.40% annually for fixed investment accounts
$125 to $295 per hour for Private Wealth Consulting Services
Minimum fee: $4,000 annual minimum for equity and balanced accounts; $1,600 annual minimum for fixed accounts Fee-only: Hourly consulting fees range from $125 to $295 per hour
Main office location
Magis Private Wealth Management, LLC
Pewaukee WI, United States
Number of offices
1
Most active in
Magis Private Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
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.
Forms ADV
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