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How does the advisor help clients – Key Takeaways:
McGuire Capital Management, L.L.C. is a leading financial management company that provides expert guidance to individuals and businesses looking to grow and manage their wealth. With a team of experienced professionals and a wide range of services, McGuire Capital Management, L.L.C. is dedicated to helping clients achieve their financial goals.
The key takeaways of working with McGuire Capital Management, L.L.C. include:
- Expert financial advice and guidance from experienced professionals
- A wide range of services to meet the unique needs of each client
- A focus on helping clients grow and manage their wealth for long-term success
Facts and Insights
Founded in 2005, McGuire Capital Management, L.L.C. has become a trusted name in the financial management industry. With a focus on building strong relationships with clients and providing personalized services, McGuire Capital Management, L.L.C. has grown to manage over $500 million in assets and employs a team of 15 expert advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Founded in 2005 |
Financial Services Offered
McGuire Capital Management, L.L.C. offers a comprehensive range of financial services to meet the unique needs and goals of its clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business and corporate services
- And more
Client Types
McGuire Capital Management, L.L.C. works with a diverse group of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
- Retirees
- And more
Fees & Compensation
McGuire Capital Management, L.L.C. strives to be transparent and fair when it comes to fees and compensation. The company charges a percentage of assets under management, which may vary depending on the size of the account and services provided. This percentage typically ranges from 1% to 2%, and the company may also charge additional fees for certain services.
Background
Founded by John McGuire, a highly experienced financial advisor with over 30 years of experience in the industry, McGuire Capital Management, L.L.C. is dedicated to providing clients with expert guidance and personalized services. The company’s team of advisors includes professionals with diverse backgrounds and expertise, allowing them to meet the unique needs of each client.
Financial Advisor Disclosures to Know
McGuire Capital Management, L.L.C. adheres to all regulatory requirements and makes all necessary disclosures to clients. These disclosures may include information about the company’s fees, potential conflicts of interest, and any disciplinary actions taken against the company or its employees.