McGuire Capital provides investment management services to individuals and entities through separately managed accounts. They work with clients to determine investment objectives and risk tolerance, then create a tailored portfolio. McGuire Capital also has a co-advisor relationship with Gradient Investments, LLC, where they assist clients in selecting appropriate investment models. McGuire Capital has full discretion to select suitable models to maintain client’s risk tolerance.
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.