Kevin Maguire is a registered investment advisor at Edelman Financial Engines, based in White Plains, NY, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
10 Bank Street, Suite 1215, White Plains, NY, 10606
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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
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Key Investment Services LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bny Investment Center INC.Broker
Essex National Securities, INC.Broker
Chemical Investment Services CORP.Broker
Liberty Securities CorporationBroker
Invest Financial CorporationBroker
Abi Securities, INC.Broker
Monarch Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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