Steven Mcginty is a CFA-designated registered investment advisor at Ava Wealth Management LLC, based in Nashville, TN, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $48M 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 | 0.80% |
The fee may be negotiable in special cases. Minimum annual fee of $4,000.
Fee Estimator
Location
Nashville, TN
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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 →Employment History
Current Registrations
Ava Wealth Management LLC
Previous Registrations
Ava Wealth Management LLC
Kings Point Capital Management LLC
State Registrations3 states
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