Mcnaughton Wealth Management, LLC

McNaughton Wealth Management, LLC, located in San Diego, CA, offers comprehensive wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Established as a fiduciary firm, they prioritize acting in the best interest of clients by tailoring investment strategies to meet specific financial goals and risk tolerances. The firm sponsors a wrap fee program, allowing clients to pay a single fee for investment advisory services, with transaction fees absorbed by the firm to limit trading activities in client accounts. Investment strategies include asset allocation, fixed income portfolio management, long-term purchases, margin transactions, option transactions, and short sales. The firm utilizes fundamental analysis to assess securities and offers a maximum annual fee of 1.50% for asset management services. Clients have the flexibility to place reasonable restrictions on their investments. McNaughton Wealth Management recommends Charles Schwab as a custodian and broker, providing access to a broad range of investment products and services. The firm does not receive client brokerage commissions or soft dollar benefits and does not engage in directed brokerage or receive brokerage for client referrals. Clients can terminate the advisory agreement at any time, with pro-rata advisory fees charged until termination. The firm does not provide financial information in the brochure.