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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 274 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.0% of managed assets, which may be negotiated. Additional platform or program fees may apply depending on the chosen custodian or strategy.
Fee Estimator
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.
Exams
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