Iniciar sesión Regístrese gratis

Mcavoy Kemp Wealth Management, LLC (Columbus)


Mcavoy Kemp Wealth Management, LLC is an adviser based in Columbus. It manages $47.85 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Indiana.

Logo



Mcavoy Kemp Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and tax planning/returns, educational programs, risk management and financial coaching. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcavoy Kemp Wealth Management: assets under management

The assets under management (AUM) of Mcavoy Kemp Wealth Management, LLC is $47.85 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.25 million in discretionary accounts and $599.63 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $299.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcavoy Kemp Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where Mcavoy Kemp Wealth Management, LLC performs its advisory services is located at 2121 25 Th Street, Columbus, IN 47201 3214, which is also the mailing address of the firm. An additional office of the firm is in Bloomington, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 812-376-6463 or by fax 812-372-5672. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.mcavoykemp.com.


Registered investment advisers similar to Mcavoy Kemp Wealth Management, LLC