TrueAdvisor
TrueAdvisor
HM
ChFC
HM
ChFC

Hugh Mccarthy

Edward Jones
29 Years of Experience
Bel Air, MD
Broker
View SEC Summary
View SEC Summary

Hugh Mccarthy is a ChFC-designated registered investment advisor at Edward Jones, based in Bel Air, MD, with 29 years of industry experience. Hugh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2107 Laurel Bush Rd Ste 205, Bel Air, MD, 21015

Get directions

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.

Learn about disclosures →
Other Business Activities

Hugh is a member/owner of C. A. Bell Investment Properties LLC, an office rental business, since 2013. He dedicates minimal time to this activity.

Employment History
Current Registrations
Edward JonesBroker
April 2017 - Present · 9 yrs 6 mos
Edward Jones
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.
June 2014 - July 2015 · 1 yr 1 mo
Suntrust Investment Services, INC.Broker
May 2014 - July 2015 · 1 yr 2 mos
PNC InvestmentsBroker
June 2009 - May 2014 · 4 yrs 11 mos
Wachovia Securities, LLC
April 2002 - March 2009 · 6 yrs 11 mos
Wachovia Securities, LLCBroker
April 2002 - March 2009 · 6 yrs 11 mos
Signator Investors, INC.Broker
April 1998 - March 2002 · 3 yrs 11 mos
Metlife Securities INC.Broker
July 1995 - April 1998 · 2 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
July 1995 - April 1998 · 2 yrs 9 mos
J. W. Gant & Associates, INC.Broker
March 1992 - April 1992 · 1 mo
State Registrations14 states
AZCADEFLGAMDNCPASCSDTXVAWIWY
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Bel Air, MD →All financial advisors in Maryland →