RM
RM

Robert Maguire

12 Years of Experience
King of Prussia, PA

Robert Maguire is a registered investment advisor at Maguire Investments LLC, based in King of Prussia, PA, with 12 years of industry experience. Robert 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Maguire Investments LLC
December 2013 - Present · 12 yrs 4 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.
Robert Maguire - Financial Advisor | TrueAdvisor