Our Firm
"Coming together is a beginning. Keeping together is progress. Working together is success." --Henry Ford
Magellan Financial Solutions
Magellan Financial Solutions is a New York State Registered Investment Advisor that provides Wealth Management Solutions to Individuals, Trusts and Estates, Charitable Organizations, and Profit-Sharing Plans. As an independent and fee only company, our goal is to provide expertise that is impartial and avoid conflicts with regard to investment analysis and advice.
We work directly with clients on a fee only basis and held to a high level of a fiduciary standard. We work solely for our clients, and are compensated only by them. We do not sell products, get paid a commission, nor accept or give referral fees.
At Magellan Financial Solutions, we believe in self-empowerment. We emphasize and encourage our clients to be informed, educated, and involved throughout the relationship.
Our Approach
Simplicity
We translate jargon and concepts into everyday English.
Action
We bring fresh ideas and valuable thinking.
Collaborate
We offer ongoing collaboration with other trusted advisors to help you make better financial decisions.
Advocate
We work for you and on your behalf.
Advice
We are committed to helping you understand the pros and cons of every decision.
Transparency
We deliver results that you can trust, results without a hidden agenda.
Fee Structure
We work directly with clients on a fee only basis and held to a high level of a fiduciary standard. We work solely for our clients, and are compensated only by them. We do not sell products, get paid a commission, nor accept or give referral fees.
We offer flexible fee structures, dependent on the client’s situation. Our fee structure is simple and transparent. They range from a percentage of AUM (Assets Under Management), a fixed monthly retainer, project based, and hourly. We will advise you on which fee structure is best after our initial consultation.