Kevin P. McGuan, LLC offers ongoing financial advice and portfolio management services. They gather information about your financial situation, investment experience, and risk tolerance to develop a tailored investment strategy. They monitor your portfolio's performance and rebalance it as needed. Clients can choose discretionary or non-discretionary arrangements, where the firm either makes trades without pre-approval or seeks client approval before each transaction.
Assets Under Management$25M
Clients12
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances. At the firm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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