M. Mcguire
M. Mcguire is a registered investment advisor at Mcguire Capital Advisors, INC., based in Oklahoma City, OK, with 10 years of industry experience. M. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,184 clients with $120M 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 | 2.00% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees may be negotiable based on various factors. McGuire Capital also has a co-advisor relationship with Gradient Investments, LLC. The client's fee for these services will be based on a percentage of assets under management as follows: Fee Schedule for Strategic Portfolios, Tactical Portfolios, Allocation & Defined Outcome Portfolios: All Assets: 1.50% Fee Schedule for Preservation Portfolios: All Assets: 1.00% These fees are negotiable and assessed quarterly in arrears.
Fee Estimator
Location
Oklahoma City, OK
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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
M. McGuire is a licensed insurance producer in Oklahoma since 2018, authorized to sell life insurance policies. He spends a few hours per week on his insurance business through McGuire Retirement Solutions, LLC.
Employment History
Current Registrations
Mcguire Capital Advisors, INC.
Previous Registrations
Access Financial Group, INC.
Mcguire Capital Management, L.L.C.
Purshe Kaplan Sterling InvestmentsBroker
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.