Overview
- Headquarters
- Wakefield, RI
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $5.6 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: MCGUIRE WEALTH MANAGEMENT - FORM ADV PART 2A APPENDIX (2026-03-04)
· View brochure text
Latest filing: MCGUIRE WEALTH MANAGEMENT - FORM ADV PART 2A (2026-03-04)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.60% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $47,750 | 0.96% |
| $10 million | $85,250 | 0.85% |
| $50 million | $325,250 | 0.65% |
| $100 million | $625,250 | 0.63% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 92.11%
- Number of High-Net-Worth Clients
- 175
- Total Client Accounts
- 839
- Discretionary Accounts
- 839
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 296271
- MCGUIRE WEALTH MANAGEMENT - FORM ADV PART 2A (2026-03-04) · View brochure text
- MCGUIRE WEALTH MANAGEMENT - FORM ADV PART 2A APPENDIX (2026-03-04) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗