Amy Mcginnis is a registered investment advisor at Capital Cs Group, LLC, based in Irvine, CA, with 18 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 230 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital CS Group's investment advisory fees are based on the value of your portfolio and are paid quarterly. The fee will not exceed 2.00%. There is also an additional $50 annual account fee for administrative expenses, which may be waived. Fees may be negotiable. Financial planning and consulting services are included unless you engage separately for those services.
Location
15375 Barranca Parkway, Suite G-110, Irvine, CA, 92618
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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
Amy is the secretary for McGinnis Services, Inc., a real estate services company, since January 2018. She dedicates minimal time to this bookkeeping and signing activity.
Employment History
Current Registrations
Capital Cs Group, LLC
Previous Registrations
UBS Financial Services INC.Broker
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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.