Mark Magnuson is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7820 Terrey Pine Court #200, Eden Prairie, MN, 55347
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an Investment Advisor Representative and Registered Representative with LPL Financial LLC, spending about 10-20% of his time on these roles. He is also an insurance agent through Mark Magnuson, Sole Proprietor, dedicating about 10-20% of his time to insurance services.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Vantage Point Wealth Management
LPL Financial LLC
The Lincoln National Life Insurance CompanyBroker
Ids Financial Services INC.Broker
American Express Financial Advisors INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.