Ian Mcginnis is a registered investment advisor at Dental Wealth Partners LLC, based in Jackson, MS, with 6 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 68 clients with $27M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees for accounts over $5,000,000 are negotiable. Fees are charged quarterly in advance.
Fee Estimator
Location
4500 Interstate 55 North, Frontage Road, Suite 278, Jackson, MS, 39211
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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 →Employment History
Current Registrations
Dental Wealth Partners LLC
Previous Registrations
Dental Wealth Partners LLC
Davis Private Wealth, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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