Kenneth Mcguire
Kenneth Mcguire is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 36 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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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.