Kenneth Mcguire
Kenneth Mcguire is a registered investment advisor at Accurate Wealth Management, LLC, based in West Yarmouth, MA, with 36 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.
Fee Estimator
Location
349 Main Street, Unit C, West Yarmouth, MA, 02673
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Kenneth owns McGuire Financial Services, Inc. where he consults with customers and sells fixed insurance, dedicating about 10-20% of his time. He also oversees rental real estate and is involved with the Yarmouth Area Chamber of Commerce and a real estate trust, spending minimal time on these activities, and is a registered representative with AAG Capital Inc.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INC
Aag Capital, INCBroker
Previous Registrations
Mcguire Financial Services, INC.
Global Financial Private Capital, LLC
Redhawk Wealth Advisors, INC.
Workman Securities Corporation
Workman Securities CorporationBroker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 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.