Shane Bilski is a registered investment advisor at Magnolia Wealth, based in Spring, TX. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 152 clients with $98M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
The new tiered fee schedule is for new clients only. Existing clients will continue to be subject to the previous fee schedule: $0 - $100,000: 1.50%; $100,001 - $500,000: 1.25%; $500,001 - $1,000,000: 1.00%; $1,000,001 - $2,000,000: 0.80%; $2,000,001 - $3,000,000: 0.70%; $3,000,001 - $5,000,000: 0.65%; $5,000,001 and up: 0.50%. Fees are generally negotiable.
Fee Estimator
Location
8900 Eastloch Dr., Bldg 105, Spring, TX, 77379
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Magnolia Wealth
State Registrations1 state
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