Philip Maguire is a registered investment advisor at Maguire Stewardship Partners, based in Allen, TX, with 14 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 96 clients with $18M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Location
Allen, TX
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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
Philip is a licensed insurance agent but is not currently selling insurance products or affiliated with any insurance companies. He will not sell insurance products to clients or prospective clients of MSP.
Employment History
Current Registrations
Maguire Stewardship Partners
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, LLCBroker
The Leaders Group, INC.Broker
Ing Financial Partners, INC.Broker
Pacific Select Distributors, 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.