MCDERMOTT INVESTMENT ADVISORS, LLC
Naples, Florida
5.0
1 Review
McDermott Investment Advisors, LLC, a local investment advisory firm headquartered in Naples, FL, is committed to providing exceptional financial services. With 16 experienced employees dedicated to investment advisory services, the firm maintains an impressive average of approximately $134,660,000 in assets under management per investment advisor, surpassing the industry average.
At McDermott Investment Advisors, LLC, their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. This flexibility allows them to cater to the unique needs of their clients effecti...
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Assets Under Mgmt
$222.77M
Investment Professionals
16
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Commissions
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to be involved in a violation of investment-related activities by domestic or foreign court
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Articles
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