Kevin Mcguire is a registered investment advisor at Cresset Asset Management, LLC, based in Chicago, IL, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
444 W. Lake Street, Suite 4700, Chicago, IL, 60606
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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.
Learn about disclosures →Other Business Activities
Kevin is a partial owner of 245 S. Franklin, LLC, an investment-related activity, since June 2020. He spends a few hours per week on this activity.
Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Bernard L. Madoff Investment Securities LLCBroker
Citigroup Global Markets INC.Broker
Thomas Weisel Partners LLCBroker
State Registrations2 states
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