Michael Mcguire
Michael Mcguire is a registered investment advisor at Mcguire Capital Advisors, INC., based in Bethany, OK, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,184 clients with $120M 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 $2.0M | 2.00% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees may be negotiable based on various factors. McGuire Capital also has a co-advisor relationship with Gradient Investments, LLC. The client's fee for these services will be based on a percentage of assets under management as follows: Fee Schedule for Strategic Portfolios, Tactical Portfolios, Allocation & Defined Outcome Portfolios: All Assets: 1.50% Fee Schedule for Preservation Portfolios: All Assets: 1.00% These fees are negotiable and assessed quarterly in arrears.
Fee Estimator
Location
6632 NW 39th Expy, Bethany, OK, 73008-2760
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Michael is licensed to sell insurance since 2013 through McGuire Retirement Solutions, LLC, where he is the owner and managing member. He also manages McGuire Holding Company, LLC (real estate) and co-owns Sooner Cash Advance, LLC (real estate investments), dedicating minimal time to each. Finally, Michael co-owns McGuire Tax Advisors, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Mcguire Capital Advisors, INC.
Previous Registrations
Access Financial Group, INC.
Purshe Kaplan Sterling InvestmentsBroker
Southwest Securities, INC.
Southwest Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Dean Witter Reynolds INC.Broker
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.