How does the advisor help clients – Key Takeaways:
MCMAHON CAPITAL MANAGEMENT is an experienced financial advisor that offers a range of financial services to its clients. With a team of expert advisors and a client-centered approach, they work towards helping their clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about MCMAHON CAPITAL MANAGEMENT:
- Assets Under Management: As of the latest reporting period, MCMAHON CAPITAL MANAGEMENT has over $500 million in assets under management.
- Number of Advisors: There are currently 10 advisors working at MCMAHON CAPITAL MANAGEMENT, each with their own area of expertise.
- Time in Business: MCMAHON CAPITAL MANAGEMENT has been in business for over 25 years, providing quality financial services to their clients.
Financial Services Offered
MCMAHON CAPITAL MANAGEMENT offers a range of financial services to their clients, including:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
Client Types
MCMAHON CAPITAL MANAGEMENT works with a diverse range of clients, including:
- Individuals
- Family offices
- Small businesses
- Non-profit organizations
Fees & Compensation
MCMAHON CAPITAL MANAGEMENT charges a fee based on a percentage of assets under management. This fee structure aligns their interests with their clients, as they only earn more if their clients’ assets grow.
Background
The team at MCMAHON CAPITAL MANAGEMENT has a wealth of experience and expertise in the financial industry. Their advisors have various certifications and qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, MCMAHON CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary events. Their disclosure documents can be found on the Securities and Exchange Commission’s (SEC) website. It is important for clients to review this information before working with MCMAHON CAPITAL MANAGEMENT.