Shawn Mcgill
Shawn Mcgill is a registered investment advisor at Rittenhouse Wealth Management, LLC, based in Philadelphia, PA, with 8 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rittenhouse Wealth Management's fee for managing your investments will not exceed 1.50% annually, billed quarterly based on the value of your account. If RWM uses a third-party investment manager, the combined fee will not exceed 2.0% annually. RWM's fees are negotiable.
Location
1617 Jfk Boulevard, Suite 2039, Philadelphia, PA, 19103
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Regulatory History
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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Shawn is the Treasurer and Chair of the Investment Committee for the Union Benevolent Association, a charitable foundation. He dedicates a few hours per week to this role, providing investment portfolio monitoring and financial oversight.
Employment History
Current Registrations
Rittenhouse Wealth Management, LLC
Previous Registrations
PNC Investments
Hilliard Lyons Asset Management
State Registrations1 state
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