Magnate Advisory Services, LLC is a reputable investment advisory firm based out of Louisville, KY, boasting three well-established offices. With a dedicated team of eight experienced professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. Each investment advisor at Magnate Advisory Services, LLC manages an impressive average of approximately $20,950,000 in assets under management.
The firm's compensation structure is designed to offer flexibility and cater to various client needs. Their advisors receive compensation through different methods, such as a percentage of assets under...
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Assets Under Mgmt
$167.62M
Investment Professionals
8
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
Other: FINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN
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