Helping you Clarify your Definition of Success
and Move Consistently Towards It
With effective, ongoing communication, a grounded plan can be put in place to provide successful, long-term investing. Together, we’ll work to uncover your financial needs and craft a portfolio that works for you. magii is not a one-size-fits-all firm. Your plan and your investments will be built for your needs, not ours.
To accomplish this, we utilize an approach that consistently covers your advanced planning needs:
We begin by learning about you - your values, needs, obstacles and goals. This is where we determine if we can make a substantial impact.
Investment Plan Meeting
Then, we provide diagnostics of your current financial situation and a plan for achieving your investment-related goals.
Mutual Commitment Meeting
Assuming we are a fit and decide to work together, we will officially enter into a relationship as client and trusted advisor.
Monitoring & Maintenance
On an ongoing basis, we make adjustments, keeping your investments in line with your goals and objectives, answering your questions and providing you income.
Regular Process Meetings
No less than annually, we report on the progress you are making and hear about important changes in your life that might call for an adjustment to your investment plan.
Our Wealth Management Fees
This tiered fee schedule aligns your interests in growing and
protecting your wealth with ours.
|$0 - $2,000,000||1.20%|
|$2,000,000 - $4,000,000||1.00%|
|$4,000,000 - $6,000,000||0.80%|
* All fees are agreed to in writing at the time of inception and reviewed no less than annually.