EARLY MCCLINTIC & MCMILLAN, LLC
Early McClintic & McMillan, LLC is a financial advisory firm that provides expert financial guidance to its clients. With a team of experienced and highly knowledgeable advisors, this firm offers a wide range of financial services to individuals and businesses alike. Their dedication to their clients’ financial success has made them a trusted and respected name in the industry.
How does the advisor help clients – Key Takeaways:
Early McClintic & McMillan, LLC recognizes that each client is unique and has their own specific financial goals. That’s why they take a personalized approach to every client, creating customized financial plans that cater to their individual needs. From retirement planning to tax strategies, their advisors provide expert guidance and support to help clients achieve their financial dreams.
Facts and Insights
Here are some key facts and insights about Early McClintic & McMillan, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 25 years |
These numbers highlight the success and experience of the firm, demonstrating their ability to manage large amounts of assets and their long-standing presence in the financial industry.
Financial Services Offered
Early McClintic & McMillan, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Insurance planning
With a diverse set of financial services, clients can rely on Early McClintic & McMillan, LLC for all of their financial needs.
Client Types
Early McClintic & McMillan, LLC works with a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
This diverse client base is a testament to the firm’s ability to cater to the unique needs and goals of each individual or entity.
Fees & Compensation
Early McClintic & McMillan, LLC operates on a fee-only structure, which means they do not receive commissions from financial products they recommend. This ensures that their recommendations are always in the best interest of their clients, free from any conflicts of interest. The fees charged by the firm are based on a percentage of the assets they manage for their clients.
Background
Early McClintic & McMillan, LLC was founded in 1996 by John Early, David McClintic, and Mark McMillan. With a combined experience of over 60 years in the financial industry, they have built a firm that is known for its integrity, expertise, and client-centric approach. Their team of highly qualified advisors continues to uphold these values, providing exceptional financial services to clients across the country.
Financial Advisor Disclosures to Know
Early McClintic & McMillan, LLC is a Registered Investment Advisor (RIA), meaning they are regulated by the Securities and Exchange Commission (SEC). As an RIA, they have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest. Clients can trust that their advisors are always working in their best interest, providing transparent and ethical financial advice.