Maguire Stewardship Partners manages investment portfolios based on clients' individual needs and goals. They offer continuous advice and develop personalized investment plans. MSP also provides project-based financial planning services covering retirement, risk management, college savings, and estate planning. Additionally, they offer ongoing comprehensive financial planning for a fixed monthly fee, which includes plan development, implementation, monitoring, and annual reviews.
Assets Under Management$18M
Clients96
Advisors1
Avg. per Client$190K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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