A complete list of active advisors currently associated with Magis Private Wealth Management, LLC

Warmer can help you find a great advisor at Magis Private Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Magis Private Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.