Nicholas Mcguire is a CFP-designated registered investment advisor at Wj Interests, LLC, based in Sugar Land, TX, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 254 clients with $630M 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 | 0.65% |
The wealth management fee also includes a flat fee of $5,000 per year. Fees are negotiable based on account complexity and size.
Fee Estimator
Location
2333 Town Center Drive, Suite 100, Sugar Land, TX, 77478-4175
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
Nicholas is a board member for the Louisiana Tech University College of Business Student Managed Investment Fund since May 2024. He attends annual review meetings and asks questions of students on their portfolio decisions, dedicating about 10-20% of his time.
Employment History
Current Registrations
Wj Interests, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
More Advisors
- William Jameson, CFPWj Interests, LLC
- Jared Jameson, CFPWj Interests, LLC
- Jonathan Chapman, CFPWj Interests, LLC
- Mateo Salmeron, CFPWj Interests, LLC
- Brandon Arns, CFPWj Interests, LLC
- William Harris, CFPJ.P. Morgan Securities LLC