Scott Mcpherson
Scott Mcpherson is a registered investment advisor at Mcguire Capital Advisors, INC., based in Bethany, OK, with 5 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,184 clients with $120M 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 $2.0M | 2.00% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees may be negotiable based on various factors. McGuire Capital also has a co-advisor relationship with Gradient Investments, LLC. The client's fee for these services will be based on a percentage of assets under management as follows: Fee Schedule for Strategic Portfolios, Tactical Portfolios, Allocation & Defined Outcome Portfolios: All Assets: 1.50% Fee Schedule for Preservation Portfolios: All Assets: 1.00% These fees are negotiable and assessed quarterly in arrears.
Fee Estimator
Location
6632 NW 39th Expy, Bethany, OK, 73008-2760
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 ActivitiesSells Insurance
Scott is a licensed insurance producer in Oklahoma since 2021, authorized to sell accident & health or sickness insurance and life insurance policies, and offers these services through McGuire Retirement Solutions, LLC. He also provides tax and consulting services as a CPA and is a co-owner/business manager of McGuire Tax Advisors, LLC, spending about 10% of his time on this.
Employment History
Current Registrations
Mcguire Capital Advisors, INC.
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.