Michael Maguire
Michael Maguire is a CFP, ChFC-designated registered investment advisor at Grimes & Company, based in Westborough, MA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,712 clients with $5.6B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
One Technology Drive, Suite 100, Westborough, MA, 01581
Get directionsHistory
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 ActivitiesSells Insurance
Michael is an independent insurance agent since 2006. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Grimes & Company
Previous Registrations
Mutual of America Securities LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Sentinel Pension Advisors INC
Sentinel Securities, INC.Broker
Diversified Investors Securities CORP.Broker
State Registrations1 state
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