Mcginnis Mccoy is a registered investment advisor at Prism Advisors, INC., based in Studio City, CA, with 38 years of industry experience. Mcginnis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 238 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prism Advisors offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service. Legacy Asset Management is offered at a flat monthly fee ranging from $500 to $10,000. The total fees assessed per year shall never exceed 3.00% of managed assets.
Location
4361 Tujunga Avenue, Suite A, Studio City, CA, 91604
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 →Other Business Activities
Mcginnis is a 50% owner of Basstardos, LLC, a real estate investment company, and treasurer/board member for River Oaks HOA, LLC. He is also president of 8-Ball Flying Club and a board member for The Luv U Project, a charitable organization; these activities take minimal time, a few hours per week, about 10% of his time, and a few hours per week, respectively.
Employment History
Current Registrations
Prism Advisors, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
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.