BM
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Brendan Magee
1 Year of Experience
Newtown Square, PA
1 DisclosureSells Insurance
Brendan Magee is a registered investment advisor at Breakthrough Investing, LLC, based in Newtown Square, PA, with 1 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.55% |
| $3M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Newtown Square, PA
Get directionsHistory
Regulatory History (1)
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Criminal
August 1998Final Disposition
Other Business ActivitiesSells Insurance
Brendan is licensed to sell life insurance and fixed annuities, potentially earning commissions. He dedicates minimal time to this activity.
Employment History
Current Registrations
Breakthrough Investing, LLC
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.