Magna Advisors

Overview

Magna Advisors is an individually owned limited liability company that advises individuals and families. Its advisory services center on financial planning and portfolio management for individual clients and small businesses. The firm also conducts real estate brokerage and insurance brokerage activities alongside its advisory practice. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Magna Advisors does not identify as an active ESG investor and appears to operate as a single-state, standalone adviser rather than part of a larger adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives