Richard Mcguire
Richard Mcguire is a registered investment advisor at Wright Investors Service INC, based in Shelton, CT, with 40 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 90 clients with $1.2B 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 $1.0M | 0.35% |
| $1M+ | 0.25% |
Schedule reflects sub-advisory clients billed on an account-by-account basis. Other schedules exist for relationship-based sub-advisory clients and institutional accounts. All fees are negotiable.
Fee Estimator
Location
2 Corporate Drive, Suite 770, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Employment History
Current Registrations
Wright Investors Service INC
Wright Investors' Service Distributors, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
PHD CapitalBroker
Tasin & Company, INC.Broker
Murphey, Marseilles, Smith & Nammack, INC.Broker
Kensington Wells IncorporatedBroker
Meridian, Dunhill & CO., INC.Broker
Dunhill Equities, INC.Broker
Emanuel and CompanyBroker
J F Lowe & Company IncorporatedBroker
Greentree Securities CORP.Broker
Brooks Weinger Robbins & Leeds INC.Broker
Brooks, Hamburger, Satnick, INC.Broker
Fahnestock & CO.Broker
State Registrations2 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
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