Eric Mcginley is a registered investment advisor at Pov Wealth LLC, based in Falls Church, VA, with 11 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 9 clients with $3.1M 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 $2.0M | 0.75% |
| $2M+ | 0.50% |
These rates are for accounts held at Interactive Brokers. For accounts held away (e.g., 401(k)s), the rate is 0.75%, which includes a 0.3% fee that Pontera charges and POV absorbs. For 529 accounts held at Capital Group (American Funds), the rate is 0.5%.
Fee Estimator
Location
Falls Church, VA
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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
Eric is an insurance agent since 2009, dedicating about 10-20% of his time to insurance sales. He also works as a field hockey and lacrosse umpire and as a college funding specialist and certified student loan professional.
Employment History
Current Registrations
Pov Wealth LLC
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.