Executive Financial Services, Inc.
1029 North Bethlehem Pike
Spring House, Pennsylvania 19477
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