Brian Mcguire
Brian Mcguire is a registered investment advisor at Robert Stephen Capital Management LLC, based in Claremore, OK, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 188 clients with $220M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Certain accounts pay a higher fee not exceeding 2.00% per year. Fees are negotiable, and household accounts may be grouped together.
Fee Estimator
Location
Claremore, OK
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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 ActivitiesSells Insurance
Brian is the owner/president of The Real Estate and Trading Co International Inc, though he currently devotes no time to it. He also owns McGuire Wealth Advisors and dedicates whatever time is necessary to support his clients' needs, is a registered investment advisor at Streeter, Moore & Stipe, LLC (full-time), and services his financial services/insurance business through Robert Stephen Capital Management. Finally, Brian tutors through Classic Conversations for a few hours per week.
Employment History
Current Registrations
Robert Stephen Capital Management LLC
Previous Registrations
FsicBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ascend Financial Services, 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.
Exams
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