Maguire Investments offers continuous investment management tailored to each client's needs, on either a discretionary or non-discretionary basis. They manage portfolios of bonds, stocks, mutual funds, and exchange traded funds. Their equity strategy focuses on sustainable profits and strong dividends. They also specialize in analyzing financial services companies. Maguire Investments tailors portfolios to meet individual client needs and goals.
Assets Under Management$270M
Clients128
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on size of account, required meeting schedule and complexity of the investment strategy implemented.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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