Liam Mcintyre
Liam Mcintyre is a registered investment advisor at Creative Capital Wealth Management Group, based in Chester Springs, PA, with 4 years of industry experience. Liam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 200 clients with $35M 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 | 1.00% |
Fees are negotiable and apply to accounts starting at $500,000.
Fee Estimator
Location
1208 Kimberton Road, Chester Springs, PA, 19425
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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
Liam is doing business as Creative Capital Wealth Management Group, dedicating nearly full-time hours during securities trading hours. He also owns DefySize Fitness and Coaching LLC, where he provides fitness and self-defense coaching, spending about 10-20% of his time.
Employment History
Current Registrations
Creative Capital Wealth Management Group
Arkadios CapitalBroker
Previous Registrations
Vanguard Marketing CorporationBroker
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
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