How does the advisor help clients – Key Takeaways:
MCNAUGHTON WEALTH MANAGEMENT, LLC acts as a financial expert for their clients by providing customized, comprehensive financial planning and investment management services. Their goal is to help clients achieve their financial goals and provide long-term financial security.
Facts and Insights
As a leading financial management firm, MCNAUGHTON WEALTH MANAGEMENT, LLC has experience in providing exceptional services to their clients. The following table provides key insights into their assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
MCNAUGHTON WEALTH MANAGEMENT, LLC offers a range of financial services including, but not limited to:
- Retirement planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
- Insurance planning
Client Types
MCNAUGHTON WEALTH MANAGEMENT, LLC serves a diverse group of clients including high-net-worth individuals, families, and business owners. They understand that every client has unique financial goals and tailor their services to meet individual needs.
Fees & Compensation
MCNAUGHTON WEALTH MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They charge a fee based on a percentage of assets under management, ranging from 1% to 2%. This fee covers all financial planning services and investment management.
Background
The founder and CEO of MCNAUGHTON WEALTH MANAGEMENT, LLC, John McNaughton, has been in the financial industry for over 30 years. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The firm’s team of advisors also have extensive knowledge and experience in financial planning and investment management.
Financial Advisor Disclosures to Know
When it comes to managing clients’ finances, honesty and transparency are of utmost importance to MCNAUGHTON WEALTH MANAGEMENT, LLC. As such, they provide the necessary disclosures, including Form ADV, to clients. This document outlines the firm’s services, fees, and any potential conflicts of interest.