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David Bruce McNamee

Measured Wealth Private Client Group, LLC

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About David Bruce McNamee

David McNamee is a financial advisor with Measured Wealth Private Client Group, LLC. David has been a financial advisor for over 20 years and has experience working with individuals, families, and businesses. David specializes in financial planning, investment management, and retirement planning. David is also a Certified Financial Planner and holds a Series 7 and Series 65 license. David's firm, Measured Wealth Private Client Group, LLC, is a registered investment advisor that provides financial services to a variety of clients. The firm has a strong commitment to providing personalized financial advice and customized investment solutions to its clients. David and his team work with their clients to help them achieve their financial goals.

Firm Information

David McNamee is currently registered with Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group, LLC is a financial advisor headquartered in Portsmouth, New Hampshire. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $408 million in assets for 1,313 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They also offer a wrap fee program.
Measured Wealth Private Client Group, LLC

303 ISLINGTON STREET

PORTSMOUTH, NH 03801

$408.12M

Assets Under Management

10

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David McNamee’s Registration & Firm History

ME

01/02/2018 - Present

Measured Wealth Private Client Group, LLC (Sanford ME)

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Licenses & Designations

IA

Issued 02/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bruce McNamee.
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