Maguire Asset Management offers investment management services for individuals and pension consulting services for plans and individuals. For investment management, they create a personalized investment policy based on your goals, risk tolerance, and time horizon. They manage accounts on a discretionary or non-discretionary basis, reviewing portfolios quarterly and rebalancing annually. Pension consulting includes investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications.
Assets Under Management$40M
Clients50
Advisors1
Avg. per Client$800K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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