McGuigan Financial, located in Wolfeboro, New Hampshire, offers investment advice and asset management, along with financial planning services. Brian S. McGuigan, a Certified Financial Planner, leads the firm and focuses on retirement and education planning, as well as insurance planning. McGuigan Financial uses a fundamental analysis approach and tailors advice to each client's individual investment objectives and risk tolerance.
Assets Under Management$79M
Clients163
Advisors1
Avg. per Client$480K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. The table shows a range of fees, the maximum fee was used for the schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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