Mcavoy Kemp Wealth Management, LLC

McAvoy Kemp Wealth Management, LLC is a registered investment adviser established on January 17, 2003, by Managing Partners Jim Kemp and Cheryl McAvoy. The firm offers financial planning services focusing on client goals, asset allocation, and various financial aspects. Clients can impose restrictions on investments, but if these hinder the firm's ability to service the account, the relationship may be terminated. The firm does not participate in wrap fee programs and had $63,825,233 in discretionary assets under management as of 12-31-2024. Fees are structured based on a tiered percentage of assets under management, with additional fees for specific services. Clients have the right to cancel agreements within five business days without penalty, and fees are billed quarterly in advance. MKWM does not charge performance-based fees and typically requires a minimum account size of $250,000 for portfolio management services. The firm's investment strategies focus on asset allocation, risk tolerance, and periodic portfolio reviews. MKWM does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients are responsible for third-party fees, and the firm does not receive economic benefits for advice rendered to clients. MKWM emphasizes a high standard of business conduct and fiduciary duty through its Code of Ethics.