Advisor at Bert Reames Investment Advisors, Inc.
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Firm
Bert Reames Investment Advisors, Inc.
Location
Port Orange, FL
Credentials
Series 65
Industry experience
9 years
Mary Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Port Orange, FL. She holds a Series 65 designation and has nine years of industry experience. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups and focuses on participant education and ongoing plan support rather than individualized investment management.
Based on Bert Reames Investment Advisors, Inc.
0.70 to 1.00 basis points (0.007% to 0.01%) of assets under management quarterly
Fee-only: Advisory fees are solely based on assets under management; no other direct or indirect compensation received
Port Orange, FL
Florida
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Is not active or affiliated with:
Insurance agent
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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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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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