Advisor at McCarthy Asset Management, Inc.
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Firm
McCarthy Asset Management, Inc.
Location
Redwood Shores, CA 94065
Credentials
CFP®
Industry experience
20 years
Stephen McCarthy is a CFP® professional with 20 years of experience in financial advising. He has led McCarthy Asset Management, Inc. since 2004 and has operated a CPA practice since 1986. McCarthy Asset Management serves individuals, trusts, small businesses, and pension plans, managing approximately $378 million in discretionary assets. The firm offers customized portfolio management and financial planning, integrating tax preparation and planning through its principals’ CPA credentials.
$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, Suite 155
Redwood Shores, CA 94065
California · Texas
McCarthy Asset Management, Inc.
2004 - Present (22 years)
Stephen P. McCarthy, CPA
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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