Magnifina, LLC

Magnifina, LLC is an independent investment advisory firm registered with the SEC, established in 2019 in New York by Asher Rogovy. The firm manages over $52 million in discretionary assets and offers services such as Investment Portfolio Management and Financial Planning. Clients with accounts over $250,000 can opt for Quantitative Index Investing, a discretionary service managed by sub-advisers. The firm typically requires a minimum of $100,000 to open an account and advises against alternative investments for clients with less than $1,000,000. Financial Planning fees range from $1,000 to $5,000. Asher Rogovy also serves as a Trustee for established trusts, charging separate trustee fees. Magnifina charges a standard Advisory Fee of 1.00% annually, with the ability to negotiate for accounts over $2,000,000. The firm may receive soft dollar benefits from broker-dealers and does not charge performance-based fees. Clients have the option to direct brokerage and are provided with quarterly account reviews. Magnifina has a Code of Ethics to ensure integrity and compliance, and clients grant investment discretion to the firm. The firm votes proxies on individual securities and does not solicit fees in advance exceeding $1,200. No financial impairments have been reported.