Magnate Wealth Management

Magnate Wealth Management (CRD# 283056) is a financial advisory firm headquartered in Louisville, KY. They manage $8,184,060 in 68 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $120,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, OH, TN

Financial Advisors at Magnate Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Valerie M. Downs
CRD#: 5079238
201 East Stephen Foster Avenue, Bardstown, KY 40004
93
Wealthminder
score

Valerie Downs (CRD# 5079238) is an Investment Advisor Representative working at Magnate Wealth Management in Bardstown, KY and has over 12 years of experience in the finance industry.

2
Thomas W. Hagedorn
CRD#: 1067761
Cincinnati, OH
93
Wealthminder
score

Thomas Hagedorn (CRD# 1067761) is an Investment Advisor Representative working at Magnate Wealth Management in Cincinnati, OH and has over 34 years of experience in the finance industry.

3
Michael R. Brooks
CRD#: 1921579
201 East Stephen Foster Avenue, Bardstown, KY 40004
83
Wealthminder
score

Michael Brooks (CRD# 1921579) is an Investment Advisor Representative working at Magnate Wealth Management in Bardstown, KY and has over 29 years of experience in the finance industry.

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