Private Wealth Management
| OUR INVESTMENT PHILOSOPHY AND FIDUCIARY STANDARD: |
Investment Philosophy: We believe no one possesses the ability to consistently predict the future. The perfect investment - it doesn’t exist! Our approach to investing it isn’t about chasing returns, it’s about managing risk, it’s about keeping expenses low, it’s about you - keeping more of your money, it’s about you - creating certainty in an uncertain world, it’s simply about - you! Our Fiduciary Standard: McAvoy Kemp Wealth Management, LLC is a Registered Investment Advisor and is registered with the Indiana Secretary of State Securities division under the Investment Advisers Act of 1940. The Investment Advisers Act of 1940 holds those registered with the act to a fiduciary standard. The U.S. Department of Labor has recently defined fiduciary as one of “impartial conduct” which means:
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| OUR FEES: |
Our fee structure is simple. McAvoy Kemp Wealth Management, LLC is a fee only registered investment advisory firm and does not receive any form of compensation other than what our family of clients pay us. We work for our clients and simply charge 1% on the first $500,000.00 of assets under management. |
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| OUR ASSET MANAGEMENT RESOURCES, SERVICES, AND FEES: |
Our Asset Management Resources, Services, and Fees: Our focus is on sustainability of quality of life, sustainability can be defined as 20, 40, or 60 years or more, we work with you to determine the most appropriate investment allocations that will serve your investment needs in the near term, as well as standing the test of time. Custody of Assets: In order to provide ongoing discretionary asset management services, a financial custodian is required to provide custody of one’s assets. McAvoy Kemp Wealth Management, LLC does not take custody of our client’s investable assets. Instead, we have a legal agreement in place to work alongside with Fidelity Clearing & Custody Solutions. Fidelity Clearing & Custody Solutions provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquires and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under management administration to $3.1 trillion. Fidelity Investments is an independent company, unaffiliated with McAvoy Kemp Wealth Management, LLC. Fidelity Investments is a service provider to McAvoy Kemp Wealth Management, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by McAvoy Kemp Wealth Management, LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC [eReview number 774650.1.0]
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| ASSET MANAGEMENT SERVICES: |
Asset Management Services: As an Investment Advisor, McAvoy Kemp Wealth Management, LLC believes that our responsibility to our clients is to manage risk by leveraging the resources that we, as an organization, we make available:
Investing and Trading:
Qualified Accounts:
Investment Choices:
Institutional Separate Managed Accounts:
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