Brian Mcguigan
Brian Mcguigan is a CFP-designated registered investment advisor at Mcguigan Financial, LLC, based in Wolfeboro, NH, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 163 clients with $79M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. The table shows a range of fees, the maximum fee was used for the schedule.
Fee Estimator
Location
Wolfeboro, NH
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Brian provides investment advisory services through McGuigan Financial, LLC, an independent investment advisor firm, since 2020. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Mcguigan Financial, LLC
LPL Financial LLCBroker
Previous Registrations
Flagship Harbor Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations3 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.