McGuire Financial Services Group provides financial planning and investment advice to individuals and retirement plans. For individuals, McGuire helps define financial goals and develop strategies for retirement planning, investment management, tax planning, and estate planning. For organizations, McGuire assists in planning, implementing, and monitoring retirement savings plans. Investment advisory is offered on a non-discretionary basis, meaning clients make the final decisions.
Assets Under Management$340K
Clients1
Advisors1
Avg. per Client$340K
Avg. per Advisor$340K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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