Keith Mcgrath
Keith Mcgrath is a registered investment advisor at Regal Advisory Services, INC., based in Manasquan, NJ, with 32 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 285 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regal Advisory Services manages investments for a fee based on a percentage of the portfolio's value. The maximum annual fee is 2.0% of the assets they manage, but this fee may be negotiable. The fee is calculated annually and billed quarterly in advance. There are no adjustments for contributions or withdrawals during the quarter, except for certain programs offered through third-party sponsors.
Location
2640 Highway 70, Building 8, Suite 102, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Keith works as an insurance agent selling fixed, indexed, and variable insurance products through Prudential, dedicating a few hours per week. He is also a part owner of McGrath Financial Services LLC, a holding company, spending minimal time on this.
Employment History
Current Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Previous Registrations
Jhs Capital Advisors, LLCBroker
Paulson Investment Company, INC.Broker
Schneider Securities, INC.Broker
Global Capital Securities CorporationBroker
Thomas James Associates, INC.Broker
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.