TH
CFP
TH
CFP

Thomas William Hagedorn

11 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningDivorce PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,298 clients
Average Client Portfolio
$201K average
Assets Under Management
$260.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cincinnati, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a managing member of En Garde! Investing LLC, operating as Magnate Advisory Services, dedicating about half of his time. He also manages Christian History in America LLC, a publisher of nonfiction books, spending minimal time, and is a Certified Public Accountant, but spends no time on it.

Employment History
Current Registrations
Magnate Advisory Services, LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
March 2000 - April 2003 · 3 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.