Magna Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magna Advisors provides tailored investment management and financial planning to individuals, high‑net‑worth clients, family offices, and small businesses. The firm offers continuous, individualized portfolio management along with comprehensive financial planning (one‑time, ongoing, and hourly options) and related advisory services.
Portfolios are constructed around client‑specific target asset allocations and are managed using fundamental analysis, asset allocation principles, and mutual fund/ETF selection, with account reviews at least quarterly and most accounts managed on a discretionary basis. The firm’s disclosure also notes the potential use of leveraged or derivative strategies when appropriate and describes risks such as market, liquidity, and tax impacts.
What distinguishes Magna Advisors from many peers is that the principal holds licenses and conducts non‑advisory business as an insurance agent and as a real estate broker, and the brochure discloses that commissions or brokerage compensation may be received for those services. The firm also documents recent broker‑dealer registrations and a custodial relationship with Charles Schwab, and it discloses processes (including client choice of unaffiliated providers) intended to address the related conflicts of interest.
Client services
Expertise
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 - $1,999,999.99: 1.25% per annum $2,000,000 - $4,999,999.99: 1.00% per annum $5,000,000+: 0.85% per annum
$350 per hour with a two-hour minimum, billed in 15-minute increments
Account minimum: $250,000
Main office
Holland MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Magna Advisors · Magna Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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