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Magnolia Private Wealth, LLC
SEC-regulated
Registered investment advisor
Magnolia Private Wealth, LLC is an investment advisor firm established in November 2022 and registered with the SEC. The firm offers financial planning, portfolio management, and employee benefit plan services tailored to individual clients. Financial planning fees range from $1,000 to $45,000, while portfolio management fees are up to 1.5% per year. The firm manages $218,438,521 of client assets on a discretionary basis. Magnolia utilizes fundamental, charting, technical, and cyclical analysis for investment decisions, with a focus on risk management. Clients have the option to grant discretionary authority for trading. The firm discloses potential conflicts of interest, such as affiliations with Yankee Advisor Network and Chris J. Roe CPA. Magnolia does not accept performance-based fees, and clients are responsible for voting their securities. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200. Magnolia maintains a Code of Ethics and complies with SEC regulations regarding custody and financial reporting. Clients are encouraged to review account statements and are provided with detailed information on fees, investment strategies, and associated risks.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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