Richard Mcginness is a registered investment advisor at Bazis Private Wealth, LLC, based in Omaha, NE, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 210 clients with $240M in assets under management.
Compensation
Firm Size
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Fee Structure
Bazis Private Wealth offers investment management through its Private Portfolio Management Program (PPM). The fees do not exceed 0.5% of the account value if the account meets the minimum of $10,000,000. If the account is less than $10,000,000, the fees range up to 1%. If the account is less than $1,000,000, the fee will not exceed 2%. Fees are negotiable.
Location
816 S. 169th Street, Omaha, NE, 68118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bazis Private Wealth, LLC
State Registrations3 states
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