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John Edward Fischer

Magnolia Private Wealth, LLC

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About John Edward Fischer

John Edward Fischer is an Investment Advisor Representative associated with Magnolia Private Wealth, LLC in Philadelphia, Pennsylvania. John Edward Fischer holds a Series 65 license. John Edward Fischer has been in the industry since August 2002. John Edward Fischer's areas of specialization include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting.

Firm Information

John Fischer is currently registered with Magnolia Private Wealth, LLC. Magnolia Private Wealth, LLC is a registered investment advisor based in Philadelphia, PA. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. With over $110 million in regulatory assets under management, they primarily serve high-net-worth individuals and corporations, with a total of 375 client accounts. They can be found online at https://www.linkedin.com/company/magnolia-private-wealth, https://magnoliapw.com, and https://www.facebook.com/magnoliapw.
Magnolia Private Wealth, LLC

1845 WALNUT STREET

PHILADELPHIA, PA 19103

$110.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Fischer’s Registration & Firm History

PA

07/17/2023 - Present

Magnolia Private Wealth, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 02/06/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Edward Fischer.
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