Paul Macgregor
Paul Macgregor is a registered investment advisor at Voya Financial Advisors, INC., based in Tampa, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
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Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
5310 Cypress Center Dr, Suite 125, Tampa, FL, 33609
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Regulatory History (1)
Judgment / Lien
September 2014Other Business ActivitiesSells Insurance
Paul is an independent insurance agent selling fixed insurance products since 2011, dedicating nearly full-time hours to this activity. He also plays bass in a band, spending minimal time on this non-investment related activity.