Leo Mcgrath is a registered investment advisor at Mcgrath Wealthcare, LLC, based in Brewster, NY, with 4 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 240 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. McGrath WealthCare directs clients to third-party investment advisors and receives its standard fee on top of the fee paid to the third-party advisor. Fees shared are negotiable.
Fee Estimator
Location
162 Prospect Hill Road, Brewster, NY, 10509
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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
Leo is a lawyer. This activity is not investment-related.
Employment History
Current Registrations
Mcgrath Wealthcare, LLC
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.