MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, New York
4.2
7 Reviews
Minichmacgregor Wealth Management, LLC is a reputable investment advisory firm located in Saratoga Springs, NY. With three offices, they are well-positioned to serve the local community and beyond. The firm boasts a dedicated team of nine employees, seven of whom specialize in providing comprehensive investment advisory services. Their combined expertise and commitment to client satisfaction have earned them a solid reputation in the industry. As an average performer compared to the industry, Minichmacgregor Wealth Management, LLC manages an average of approximately $58,010,000 in assets under management per investment advisor. T...
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Assets Under Mgmt

$406.05M

Investment Professionals

7

Locations

2

% 401K & Individual

50%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Other: 401K PARTICIPANT ADVICE
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