MAGELLAN FINANCIAL SOLUTIONS LLC

Overview

Magellan Financial Solutions LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates on a fee-based model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity is skewed toward public equities, with exchange-traded instruments forming the core of client portfolios. The adviser is not an active ESG investor, is organized as an LLC under individual ownership, and lists advisory services for both private clients and institutional relationships. Portfolios are managed on a discretionary basis, which suggests the firm implements model or customized equity allocations without seeking trade-by-trade client approvals. Given the firm’s client mix and fee options, its practice appears to blend financial planning engagement with wrapped investment management for high-net-worth individuals and small institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices