Kevin Mcguan
Kevin Mcguan is a registered investment advisor at Kevin P. Mcguan, LLC, based in Long Beach, CA, with 38 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $25M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances. At the firm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
Long Beach, CA
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Regulatory History (1)
Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Kevin owns investment real estate and collects rent since 2016, dedicating minimal time annually. He is also an independent insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Kevin P. Mcguan, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Sme Capital Management CorporationBroker
Advantage Capital CorporationBroker
State Registrations1 state
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.