Advisor at McCarthy Asset Management, Inc.
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Firm
McCarthy Asset Management, Inc.
Location
Redwood Shores, CA 94065
Credentials
CFP®
Industry experience
5 years
Ryan Mc Carthy is a CFP® professional with six years of experience in the financial services industry. He is currently with McCarthy Asset Management, Inc., where he has worked since 2015, and previously worked at PricewaterhouseCoopers, LP. McCarthy Asset Management serves individuals, trusts, small businesses, and pension plans, managing approximately $378 million in discretionary assets. The firm combines portfolio management and financial planning, utilizing proprietary tools and emphasizes long-term investing with customized portfolios across multiple asset classes.
$0 - $500,000: 1.00% annually $500,001 - $2,500,000: 0.75% annually $2,500,001 - $4,500,000: 0.50% annually $4,500,001+: 0.25% annually
$330 per hour
Account minimum: $1,000,000
3 Lagoon Drive
Redwood Shores, CA 94065
California
Stephen P. McCarthy, CPA
2020 - Present (6 years)
McCarthy Asset Management, Inc.
2020 - Present (6 years)
Pricewaterhouse Coopers, LP
2017 - 2020 (3 years)
University of Southern California
2016 - 2017 (1 year)
McCarthy Asset Management, Inc.
2015 - 2016 (1 year)
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Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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