MCMAHAN CAPITAL MANAGEMENT is a reputable financial management firm that has been providing expert financial guidance to its clients for over 20 years. The company operates with a team of experienced advisors who are knowledgeable in various areas of finance.
How does the advisor help clients – Key Takeaways:
The advisors at MCMAHAN CAPITAL MANAGEMENT provide a range of valuable services to help their clients achieve their financial goals. Some key takeaways of how they help their clients are:
- Creating personalized financial plans: The advisors work closely with clients to understand their specific financial needs and goals, and then design a tailored plan to help them achieve those goals.
- Investment management: The company offers expert investment management services to help clients create diversified portfolios and make informed investment decisions.
- Estate planning: MCMAHAN CAPITAL MANAGEMENT also offers estate planning services to help clients protect and distribute their assets according to their wishes.
- Tax planning: The advisors help clients minimize their tax liabilities and create tax-efficient financial strategies.
Facts and Insights
Here are some noteworthy facts and insights about MCMAHAN CAPITAL MANAGEMENT:
- Assets Under Management: As of 2021, the firm manages over $500 million in assets for its clients.
- Number of Advisors: MCMAHAN CAPITAL MANAGEMENT has a team of 10 advisors who are highly trained and experienced in providing financial guidance to clients.
- Time in Business: The firm was founded in 1999 and has been in business for over 20 years, establishing a strong reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
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Financial Services Offered
MCMAHAN CAPITAL MANAGEMENT offers a wide range of financial services to meet the diverse needs of its clients. Some of the key services they offer are:
- Retirement planning
- Education planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Employee benefits planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and small businesses. Their team of advisors is well-equipped to handle the unique financial needs of each client and provide personalized solutions.
Fees & Compensation
At MCMAHAN CAPITAL MANAGEMENT, the advisors strive to provide transparent and fair fees to their clients. The company offers fee-only services, which means they only charge a fee for the services they provide and do not earn commissions from the sale of financial products. The fees are typically based on a percentage of the assets under management, ensuring that the advisors are aligned with the success of their clients’ portfolios.
Background
MCMAHAN CAPITAL MANAGEMENT was founded by John McMahan, a veteran financial advisor with over 30 years of experience in the industry. He is joined by a team of advisors who are all dedicated to helping clients achieve their long-term financial goals. The company has a strong track record of success and has received recognition from various publications and organizations for their exceptional services.
Financial Advisor Disclosures to Know
It is important for clients to be aware of certain disclosures when working with a financial advisor. Some key disclosures regarding MCMAHAN CAPITAL MANAGEMENT are:
- Registered Investment Advisor: The company is registered with the Securities and Exchange Commission (SEC) and is held to fiduciary standards, meaning they are obligated to always act in the best interest of their clients.
- Certified Financial Planner (CFP): Many advisors at MCMAHAN CAPITAL MANAGEMENT hold the CFP designation, demonstrating their expertise and commitment to high ethical and professional standards.
- Potential conflicts of interest: As with any financial firm, there may be potential conflicts of interest that could arise. However, the advisors at MCMAHAN CAPITAL MANAGEMENT are committed to disclosing any potential conflicts and always acting in the best interest of their clients.
In conclusion, MCMAHAN CAPITAL MANAGEMENT is a trusted and experienced financial management firm that offers a wide range of services to help clients achieve their financial goals. With their strong reputation, years of experience, and knowledgeable team of advisors, they are a reliable choice for individuals, families, and small businesses looking for sound financial guidance.