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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 268 clients with $550M 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% |
In addition to the asset-based fee, there is a fixed fee of $5,000 per year. The wealth management fee is negotiable based on the complexity of the wealth management services requested, the characteristics of your portfolio, including the size and number of separate accounts, the types of investments to be purchased for the portfolio and the probability of substantial future additional investment contributions to your portfolio.
Fee Estimator
Location
2333 Town Center Drive, Suite 100, Sugar Land, TX, 77478-4175
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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 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.