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How does the advisor help clients – Key Takeaways:
- Expert financial advice
- Tailored investment strategies
- Comprehensive financial planning
- Regular portfolio reviews and modifications
Facts and Insights
MCTAGGART CAPITAL, LLC is a trusted and experienced financial advisory firm. The company specializes in providing personalized financial planning and investment management services to its clients. With a team of seasoned financial experts, MCTAGGART CAPITAL, LLC offers strategic and data-driven solutions to help clients achieve their financial goals.
The firm believes in building strong and long-lasting relationships with its clients, based on honesty and transparency. This has earned the company a loyal client base and a solid reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MCTAGGART CAPITAL, LLC provides a comprehensive range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance advice
- Education planning
Client Types
MCTAGGART CAPITAL, LLC caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Small business owners
- Retirees
Fees & Compensation
MCTAGGART CAPITAL, LLC follows a fee-only compensation structure, which means that the firm does not earn any commission on products or services sold to clients. Instead, the company charges a flat fee based on the assets under management. This ensures that the firm’s interests are aligned with those of their clients, creating a win-win situation.
Background
MCTAGGART CAPITAL, LLC was founded in 2005 by John McTaggart, a highly experienced and knowledgeable financial advisor. John has more than 25 years of experience in the industry and is a Certified Financial Planner (CFP). He has built a team of like-minded professionals who are dedicated to providing the best financial solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, it is important for clients to be aware of any potential conflicts of interest. MCTAGGART CAPITAL, LLC has no disclosures to report, ensuring complete transparency in their services and recommendations to clients.