Bernard Mcginn
Bernard Mcginn is a CFA-designated registered investment advisor at Mcginn Penninger Investment Management INC., based in Alexandria, VA, with 26 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 332 clients with $200M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
277 S. Washington Street, Suite 340, Alexandria, VA, 22314
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 →Employment History
Current Registrations
Mcginn Penninger Investment Management INC.
Previous Registrations
Mcginn Investment Management INC
Mcginn Investment Management INC
State Registrations4 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.
Exams
More Advisors
- Richard Slater, CFPMcginn Penninger Investment Management INC.
- Philip Bartilucci, CFPWells Fargo Advisors
- Philip Leopold, CFP, ChFCFirst Command Advisory Services
- Jeffrey Sheats, CFPStrategic Advisers LLC
- David Evans, CFPBig "i" Advisory Resources, LLC
- Benjamin Lievestro, CFPFirst Command Advisory Services