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MCGEHEE CAPITAL MANAGEMENT: A Trusted Partner for Your Financial Needs
MCGEHEE CAPITAL MANAGEMENT has been providing expert financial advice to its clients for over 20 years. With a team of highly qualified and experienced financial advisors, they have earned a reputation for excellence in the industry. Here’s how they help their clients and some key insights about their services.
How does the advisor help clients – Key Takeaways:
- Providing personalized and comprehensive financial planning
- Offering a wide range of financial services to meet client needs
- Advising on investment strategies and portfolio management
- Helping clients achieve their financial goals through sound advice
Facts and Insights
Let’s take a closer look at some facts and insights about MCGEHEE CAPITAL MANAGEMENT.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 15 |
MCGEHEE CAPITAL MANAGEMENT takes pride in managing a significant amount of assets for their clients and has a team of 15 experienced advisors to cater to their needs.
Financial Services Offered
MCGEHEE CAPITAL MANAGEMENT offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Personalized Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
With their expertise in these areas, MCGEHEE CAPITAL MANAGEMENT is able to provide comprehensive and tailored solutions for their clients.
Client Types
MCGEHEE CAPITAL MANAGEMENT caters to a diverse range of clients, including individuals, families, and businesses. They have the experience and expertise to understand each client’s unique needs and provide them with the best financial solutions.
Fees & Compensation
MCGEHEE CAPITAL MANAGEMENT prides itself on its transparent fee structure. They charge a fee based on the assets they manage, ensuring that their interests are aligned with their clients’ goals. They do not receive any commissions or compensation from third-party vendors, providing unbiased advice to their clients.
Background
MCGEHEE CAPITAL MANAGEMENT is led by John McGehee, who has over 30 years of experience in the financial industry. Along with a team of highly qualified and experienced advisors, they work closely with their clients to provide personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know
It’s important to know about any potential conflicts of interest or disciplinary actions when selecting a financial advisor. MCGEHEE CAPITAL MANAGEMENT has a clean disciplinary record and prioritizes transparency in their relationships with clients.
Overall, MCGEHEE CAPITAL MANAGEMENT is a trusted partner for individuals, families, and businesses looking for sound financial advice. With their experience, expertise, and transparent approach, they have earned the trust of their clients and continue to thrive in the industry.