A complete list of active advisors currently associated with Magister Wealth

Warmer can help you find a great advisor at Magister Wealth or one who fits your needs even better.

Magister Wealth provides investment advisory and planning services to individuals as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, asset allocation, financial planning, financial education classes, and business consulting, and generally charges percentage-of-AUM fees while maintaining a stated account minimum that may be waived. The firm tailors asset-allocation recommendations and portfolio management to each client's objectives, conducting quarterly reviews for allocation accounts and offering standalone hourly financial planning as needed. Clients may participate in either traditional advisory arrangements or the firm's sponsored wrap-fee program, and investments commonly include corporate bonds, mutual funds, ETFs, and select equities. Noteworthy for a solo independent adviser, Magister Wealth acts as the sponsor and investment manager of its own wrap-fee program—a relatively uncommon arrangement among peers—and also provides financial education seminars and workshops to clients and prospects. The firm additionally offers business consulting and valuation services for small-business owners, and custodies client assets through an institutional platform that the brochure identifies as providing execution and platform services.

To learn more about the advisors currently working at Magister Wealth, 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.