Mcgervey Wealth Management, LLC
Mcgervey Wealth Management, LLC (CRD# 151969) is a financial advisory firm headquartered in Canton, OH. They manage $105,237,253 in 491 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Mcgervey Wealth Management, LLC
By the Numbers
-
Total Assets Under Management105MILLION
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Total Number of Accounts491ACCOUNTS
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Average Account Value$214,332
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NC, OH, PA
Financial Advisors at Mcgervey Wealth Management, LLC
No Advisor Found.
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