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Financial Planning > UHNW Client Services > Family Office News

Karen McIntyre

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Executive Financial Services, Inc.

1029 North Bethlehem Pike

Spring House, Pennsylvania 19477


[email protected]

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