How does the advisor help clients – Key Takeaways:
From providing financial planning and investment management services to offering customized solutions for clients, MAGIC OPPORTUNITIES MANAGEMENT LLC prides itself on being a trusted financial expert for its clients. With a team of experienced advisors, the firm strives to understand each client’s unique financial goals and work towards achieving them through a comprehensive approach.
Facts and Insights
MAGIC OPPORTUNITIES MANAGEMENT LLC was founded in 2010 and is headquartered in New York, NY. As of 2021, the firm manages over $500 million in assets under management and has a team of 10 advisors who offer a wide range of financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10 |
Financial Services Offered
MAGIC OPPORTUNITIES MANAGEMENT LLC offers a variety of financial services, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
Client Types
The firm caters to a diverse range of clients, including:
- High net worth individuals and families
- Business owners and executives
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
MAGIC OPPORTUNITIES MANAGEMENT LLC operates on a fee-only basis, meaning they do not earn commissions or sell any products. Instead, they charge a percentage of assets under management as their fee, with rates varying based on the size and complexity of the client’s portfolio.
Background
The advisors at MAGIC OPPORTUNITIES MANAGEMENT LLC have a cumulative experience of over 50 years in the financial industry. They hold various professional designations, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse set of backgrounds and expertise allows the firm to provide holistic financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MAGIC OPPORTUNITIES MANAGEMENT LLC is legally required to disclose any potential conflicts of interest or disciplinary actions to clients. As of 2021, the firm has no disclosure events on record, demonstrating their commitment to transparency and ethical practices.