COMPLIANCE & YOUR MONEY

There are three levels of supervision and structure protecting clients at Magnetic North Financial, LLC. 

1. To ensure that the advisors at Magnetic North Financial meet all compliance and supervision requirements under the Securities Exchange, Magnetic North Financial reports and responds to the direction of our support company, OneSeven. To learn more about OneSeven's role, please click on the link here https://weareoneseven.com/

2. Client assets are never held directly at Magnetic North Financial or OneSeven. We only use large international custodians to protect client assets. Our custodian agreements under the supervision of OneSeven are Charles Schwab, Fidelity, and Raymond James. 

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