Facts and Insights
MAGIS MANAGEMENT, LLC is a leading financial management firm based out of Chicago, Illinois. With over 20 years of experience and a team of highly qualified advisors, Magis Management is dedicated to helping clients reach their financial goals through strategic planning and expert advice.
How does the advisor help clients – Key Takeaways:
- Providing personalized financial planning and investment management services
- Offering comprehensive financial solutions for individuals, families, and businesses
- Partnering with clients to create customized strategies based on their unique needs and goals
- Regularly monitoring and adjusting portfolios to ensure optimal performance
- Delivering transparent and unbiased advice to help clients make informed financial decisions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
- Individuals
- Families
- Small business owners
- Couples
- High net worth individuals
Fees & Compensation:
Magis Management follows a fee-based structure, which means the firm charges a percentage of the assets under management as a management fee. The exact fee percentage may vary depending on the type and complexity of services provided to the client. This structure allows for a transparent and aligned relationship between the advisor and the client.
Background:
The team at Magis Management is made up of experienced financial professionals with diverse backgrounds and expertise. They have a wide range of certifications, including Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA). This combined expertise allows them to provide comprehensive and holistic solutions to their clients.
Financial Advisor Disclosures to Know:
- Magis Management and its advisors have a fiduciary duty to act in the best interest of their clients.
- The firm has had no disclosures or legal issues in the past 10 years.
- There are no conflicts of interest between Magis Management and its clients.
- The firm adheres to the Code of Ethics and Professional Responsibility set forth by the Certified Financial Planner Board of Standards.