Acting in Your Best Interests

Board members and an organization’s Executive Team have unique yet very important duties when it comes to governance and managing the assets entrusted to them. Magnate Wealth Management has a fiduciary obligation to assist you executing your responsibilities.

As a Registered Investment Advisor, we have a fiduciary duty to serve your best interests. We take this obligation very seriously, because we know your organization’s financial future should not be left to chance. We provide you with efficient and effective solutions and service so your investment decisions are rooted in logic and proven research if ever the subject of third-party scrutiny.

To further serve you, Magnate Wealth Management has assembled an experienced and talented team of financial professionals. Our team is committed to understanding your organization’s financial situation in order to give you specific investment recommendations designed to help you accomplish your objectives. Use our advisors as a resource to answer your questions, provide you with ongoing guidance and ensure you’re receiving the highest standard of care.

More Money for What Matters

Our fiduciary duty requires that Magnate Wealth Management places your needs first. This is why we offer a low annual fee based on assets, not commission transactions. We receive no commissions or third-party payments — eliminating a potential conflict of interest that is all too common in the investment world.

Furthermore, when working with Magnate Wealth Management you avoid additional costs that could reduce your investment returns. Specifically, when working with us, you enjoy:

  • No commissions
  • No 12b-1 fees
  • No consulting fees

Our low annual fee1 is fully disclosed and completely transparent. Furthermore, it is assessed in arrears, unlike some firms that bill their fee in advance. This low fee translates into more money for your mission — yet another reason to select Magnate Wealth Management.

1 The fee does not include debit balances, related margin interest, IRA and retirement plan fees, transfer fees, 12b-1 fees for certain money market funds, expenses charged by the mutual funds (including management fees, transaction charges incurred for fund-level asset allocation model trades, custody of fund assets and other fund expenses), variable annuities and exchange-traded funds, or other fees or taxes that are required by law.

Magnate Wealth

is here to turn your

dreams into a reality.

Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Advisory Services, LLC, Magnate Wealth Management, LLC and Silver Oak Securities, Inc. are separate entities.