Brent Gorter
Brent Gorter is a registered investment advisor at Magnate Advisory Services, LLC, based in Louisville, KY, with 23 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,298 clients with $260M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s account.
Fee Estimator
Location
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Brent is a senior partner and managing member of multiple entities (Magnate Wealth Management, LLC and Capital Wealth Management, LLC) and a registered representative and investment adviser representative with Silver Oak Securities, Inc. He also sells non-variable insurance products and is involved in several real estate ventures.
Employment History
Current Registrations
Magnate Advisory Services, LLC
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Cuttingedge Advisors
Cuttingedge Advisors
Questar Asset Management, INC.
Questar Capital CorporationBroker
Touchstone Securities, INC.Broker
State Registrations12 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.