PM
PM

Paul Mcneill

28 Years of Experience
Ridgeland, MS

Paul Mcneill is a registered investment advisor at Mag Cap, based in Ridgeland, MS, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,566 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,566 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Planning is included in investment management (also available separately)

MAG CAP charges a percentage of your portfolio for investment management services. The specific percentage will be outlined in your client agreement, but the annual fee will not exceed 2%. Fees are charged quarterly in advance based on the value of your account. MAG CAP may negotiate different fee structures depending on the size and type of account, the level of service required, and other factors. There is typically no minimum account size or minimum annual fee.

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Location

1076 Highland Colony Parkway, Suite 291, Ridgeland, MS, 39157

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mag Cap
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1992 - May 2017 · 24 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - May 2017 · 26 yrs
State Registrations1 state
MS
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.