Sean Mcguirk is a CFA-designated registered investment advisor at Lincoln Capital Corporation, based in Uxbridge, MA, with 10 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 266 clients with $380M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees are customized for assets over $5,000,000. Related accounts may be aggregated for fee calculations and certain client-directed holdings may be deducted from the account value for billing purposes.
Fee Estimator
Location
6 North Main Street, Unit 303, Uxbridge, MA, 01569
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 →Employment History
Current Registrations
Lincoln Capital Corporation
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.