Eddie Mcgee
Eddie Mcgee is a registered investment advisor at Smith & Wyatt, based in College Station, TX, with 6 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 724 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith & Wyatt offers portfolio management services where they manage your investments for you. The annual fee ranges from 0.25% to 1.5% of your portfolio's value, depending on the size of your account and the custodian used. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. There may be a $600 initial account setup fee, which may be waived. Fees are negotiable.
Location
511 University Dr. E, Suite 210, College Station, TX, 77840
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Eddie is the President of Toro Financial & Insurance, where he focuses on insurance sales and services. He dedicates a significant amount of time to this activity, approximately 200 hours per month overall and 100 hours per month during trading.
Employment History
Current Registrations
Smith & Wyatt
Previous Registrations
Corecap Advisors
Ae Wealth Management, LLC
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.