McGuire Wealth Management

EST. AUM
$1,061,093,863

CONTACTS
3

CLIENT ACCOUNTS
839

Firm Details

Metro area Providence
CRD Number 296271
Website mcguirewealth.com
Client types

Overview

As a Registered Investment Advisor, the firm embraces its fiduciary role in keeping the interests of its clients first. It operates as a fee-only investment advisory practice, meaning it is compensated by advisory fees and does not receive any transaction-based fees, such as commissions. The firm offers a graduated fee schedule, which gives its clients the opportunity to receive a discounted fee on a portion of their account once a certain amount of assets is managed by the firm. The more assets the firm manages for each client means the lower the client's investment advisory rate goes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McGuire Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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