About MCDONOUGH INVESTMENTS LLC
MCDONOUGH INVESTMENTS LLC is a privately owned financial advisory firm that specializes in helping clients achieve their financial goals. With years of experience and a team of expert advisors, they provide personalized financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions
- Expert financial advice and guidance
- Years of experience in the industry
- Team of knowledgeable advisors
Facts and Insights
MCDONOUGH INVESTMENTS LLC has been in business since 2005 and currently has over $500 million in assets under management. They have a team of 10 experienced advisors who are dedicated to providing the highest level of service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 10 |
Financial Services Offered
MCDONOUGH INVESTMENTS LLC offers a wide range of financial services to cater to the different needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Tax planning and consultation
- Estate planning
- Wealth management
Client Types
MCDONOUGH INVESTMENTS LLC serves a diverse group of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
MCDONOUGH INVESTMENTS LLC is a fee-based firm, which means their primary source of compensation is through management fees based on a percentage of the client’s assets under management. They also offer financial planning services for an additional fee.
Background
MCDONOUGH INVESTMENTS LLC was founded by John McDonough, a highly experienced financial advisor with over 25 years of experience in the industry. He is a certified financial planner (CFP) and has a proven track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCDONOUGH INVESTMENTS LLC is committed to full transparency with their clients. They have no legal or disciplinary disclosures, ensuring their clients can trust their financial advice and expertise.