AM
CFA
AM
CFA

Alexander Maguire

31 Years of Experience
King of Prussia, PA

Alexander Maguire is a CFA-designated registered investment advisor at Maguire Investments LLC, based in King of Prussia, PA, with 31 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 128 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
128 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$269.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on size of account, required meeting schedule and complexity of the investment strategy implemented.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

840 First Avenue, Suite 350, King of Prussia, PA, 19406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexander is a portfolio manager at Adare Asset Management, LLC, an SEC registered investment advisor, since 2010. He dedicates about half his time to managing client relationships and accounts, primarily during trading hours.

Employment History
Current Registrations
Maguire Investments LLC
May 2012 - Present · 13 yrs 11 mos
Previous Registrations
Adare Asset Management, LLC
December 2010 - April 2012 · 1 yr 4 mos
Dearden, Maguire, Weaver & Barrett, LLC
March 2006 - December 2009 · 3 yrs 9 mos
Dearden Maguire Weaver & Barrett INC
April 1991 - December 2003 · 12 yrs 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alexander Maguire - Financial Advisor | TrueAdvisor