Terrance Mcguire is a registered investment advisor at Ridgewood Investments, based in Springfield, NJ, with 13 years of industry experience. Terrance 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, Investment Management, and 1 more. Their firm serves 268 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable under certain circumstances, at the sole discretion of Ridgewood.
Fee Estimator
Location
623 Morris Avenue, Springfield, NJ, 07081
Get directionsHistory
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
Terrance is the President and majority owner of Dividend Research and Management Inc., a holding company created in October 2024. The company shares administrative costs with Ridgewood Investments, LLC.
Employment History
Current Registrations
Ridgewood Investments
State Registrations2 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.