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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 01, 2003 at 02:00 AM
Executive Financial Services, Inc.
1029 North Bethlehem Pike
Spring House, Pennsylvania 19477
215-643-5600
Firm founded: 1984
Year McIntyre joined the firm: 1993
Number of advisors in office: 4 advisors, 2 administrative staff members, 1 bookkeeper, 1 part-time office manager
Number of clients: 150 client families; McIntyre is primary contact for 50 families
Compensation method: Fee-only
Annual fee: Fee is based on 1% of assets under management, but can vary depending on the scope of the clients’ financial needs. Fee is billed quarterly.
Hourly rate: NA
Client demographics: High-net-worth individuals and families in their peak accumulation years or in retirement. Most clients are in their 50s and 60s, and live in or around Philadelphia. Client portfolios range from less than $750,000 to $14 million; median portfolio is about $750,000.
Education: BA in psychology and sociology from Ithaca College
Previous incarnations: Business consultant for franchise owners, debt counselor for individuals
Professional designation(s): CFP
Outside interests: Traveling, spending time outdoors, volunteering for the March of Dimes
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