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MAGEN WEALTH MANAGEMENT, LLC
About the Advisor
MAGEN WEALTH MANAGEMENT, LLC is a financial advisory firm with a team of expert advisors who provide personalized financial planning services to clients. They have extensive knowledge and experience in the financial industry, with a deep understanding of investment strategies, risk management, and wealth preservation techniques.
The firm’s mission is to help clients achieve their financial goals and secure their future. They follow a client-centric approach, focusing on understanding the unique needs and objectives of each individual client and creating tailored solutions to meet their financial needs.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services to clients
- Utilizes extensive knowledge and experience in the financial industry
- Follows a client-centric approach
- Creates tailored solutions to meet clients’ financial needs
- Focuses on achieving clients’ financial goals and securing their future
Facts and Insights
Below are key facts and insights about MAGEN WEALTH MANAGEMENT, LLC:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
MAGEN WEALTH MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Risk Management
Client Types
MAGEN WEALTH MANAGEMENT, LLC serves the following types of clients:
- High net worth individuals
- Retirees
- Small business owners
- Corporate executives
- Young professionals
Fees & Compensation
MAGEN WEALTH MANAGEMENT, LLC operates on a fee-based compensation model, which means they charge a fee based on a percentage of the assets under management.
They believe this is the most transparent and objective way to charge for their services, ensuring that their clients’ interests are always put first. They do not earn any commissions from the sale of financial products, eliminating potential conflicts of interest.
Background
MAGEN WEALTH MANAGEMENT, LLC was founded in 2006 by financial industry experts with a passion for helping individuals and families achieve financial security and independence.
The firm has grown over the years, attracting top talent and expanding its client base. They continue to provide stellar financial planning services and have become a trusted partner for many clients in achieving their financial goals.
Financial Advisor Disclosures to Know
MAGEN WEALTH MANAGEMENT, LLC is a registered investment advisor (RIA) and as such, is required to disclose any potential conflicts of interest to their clients. Below are some important disclosures to be aware of:
- The firm may have certain affiliations or relationships with financial institutions, which may result in potential conflicts of interest.
- The firm may receive referral fees or other compensation for recommending certain financial products to clients.
- The firm does not guarantee the performance of any investments and advises clients to carefully consider their own risk tolerance and objectives before making any investment decisions.