Iain Morran Mckay

Blacktower Financial Management (US) LLC

4 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Blacktower Financial Management (US) LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

495 clients

Average Client Portfolio

$248K average

Assets Under Management

$122.8M

Fee Structure

Financial Planning:Charged separately

Location

Urbanizacion La Alzambra, Oficina 2, Nueva Andalucia, Malaga, 29660

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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.

Other Business Activities

Iain owns Baycrest Wealth (trading name of Vantage Global Solutions SL), a financial advisory business, since 2020. Iain spends about a quarter of his time on this business during trading hours.

Employment History

Current Registrations

Blacktower Financial Management (US) LLC

April 2021 - Present · 4 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.