Advisor at McGrath WealthCare, LLC
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Firm
McGrath WealthCare, LLC
Location
Brewster, NY 10509
Credentials
Series 66
Industry experience
4 years
Leo Mc Grath is the principal of McGrath WealthCare, LLC, an independent advisory firm based in Brewster, NY. He holds a Series 66 designation and has 4 years of experience in financial advisory services. In addition to his advisory role, Mr. Mc Grath is also a practicing lawyer through his affiliated law practice, McGrath Law. McGrath WealthCare serves individual and high-net-worth clients by providing ongoing portfolio management on a co-advisory basis through third-party managers. The firm focuses on mutual funds and ETFs, using a combination of fundamental analysis and modern portfolio theory, and operates non-discretionarily while preparing documented Investment Policy Statements tailored to each client.
Based on McGrath WealthCare, LLC
1.00% annually
162 Prospect Hill Road
Brewster, NY 10509
Connecticut · New York · Texas
McGrath WealthCare, LLC
2013 - Present (13 years)
McGrath WealthCare
2010 - Present (16 years)
McGrath Law
2002 - Present (24 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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