McGuire Wealth Management offers wealth management services to individuals, families, and businesses. This includes managing investment portfolios and providing financial planning advice covering areas like education funding, retirement, estate, risk management, employee benefits, and tax planning. For businesses, McGuire Wealth Management offers retirement plan services, including discretionary and non-discretionary management, and investment consulting.
Assets Under Management$1.1B
Clients314
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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