M
Magna Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,894,000
Total clients
27
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$107,185
About
Magna Advisors provides tailored investment management and financial planning services to individual investors (including high‑net‑worth clients), family offices, and businesses. The firm offers one‑time financial plans, ongoing planning support, and hourly planning in addition to continuous portfolio management.
The firm manages discretionary portfolios based on individualized asset allocations and uses a mix of fundamental analysis, mutual fund/ETF selection, and asset‑allocation strategies to implement client objectives; it may also use derivatives, margin, and short sales when appropriate. Custody and trade execution are typically arranged through a recommended qualified custodian, and the adviser aggregates trades for block execution across managed accounts.
What distinguishes the firm is that its principal maintains concurrent, disclosed insurance and mortgage/real‑estate brokerage activities through separate entities and has recent experience acting as a registered representative at broker‑dealers, while retaining the RIA’s separate advisory operations. The brochure notes the firm is newly formed and operates with a small asset base and client roster, and it states clients are not required to use the principal’s insurance or real‑estate services.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Business ownership considerations
Occupation focus
Founder/Business Owner
Executive
Fee options
$3,000 one-time for Financial Plan; $500 per quarter for Ongoing Financial Planning
$0 - $999,999.99: 1.50% per annum $1,000,000.00 - $1,999,999.99: 1.25% per annum $2,000,000.00 - $4,999,999.99: 1.00% per annum $5,000,000.00+: 0.85% per annum
$350 per hour with a two-hour minimum, billed in 15-minute increments
Account minimum: $250,000
Main office location
Magna Advisors
Holland MI, United States
Number of offices
1
Most active in
Magna Advisors has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
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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