How does the advisor help clients – Key Takeaways:
EARLY MCCLINTIC & MCMILLAN, LLC is a financial advisory firm that specializes in providing personalized solutions for individuals, families, and businesses. With a team of experienced financial experts, they offer a range of services including financial planning, investment management, and risk management strategies.
Their approach is based on building long-term relationships with clients and understanding their unique goals and financial needs. By taking a holistic view of their clients’ situations, EARLY MCCLINTIC & MCMILLAN, LLC is able to provide tailored solutions that help clients achieve their financial objectives.
Facts and Insights
Founded in 1998, EARLY MCCLINTIC & MCMILLAN, LLC has over two decades of experience in the financial industry. They currently have $500 million in assets under management and a team of 5 advisors. With offices in New York and California, they serve a diverse range of clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 5 |
Financial Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
EARLY MCCLINTIC & MCMILLAN, LLC works with a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Corporate executives
- Business owners
- Non-profit organizations
Fees & Compensation
EARLY MCCLINTIC & MCMILLAN, LLC operates on a fee-only basis, meaning they do not receive commissions for any products or services they recommend. Their fees are based on a percentage of assets under management, which ensures that their interests are aligned with their clients’ goals.
They believe in complete transparency when it comes to fees, and all costs are clearly outlined and discussed with clients before any services are provided.
Background
EARLY MCCLINTIC & MCMILLAN, LLC was founded by John Early and Jane McClintic, two experienced financial professionals who wanted to create a firm that prioritized personalized service and transparency. They have since expanded their team to include three additional advisors with a range of specialties and expertise.
The firm prides itself on its commitment to ongoing education and staying up-to-date on the latest industry trends and best practices. This allows them to provide the most effective and relevant advice to their clients.
Financial Advisor Disclosures to Know
EARLY MCCLINTIC & MCMILLAN, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients at all times. This means they must disclose any potential conflicts of interest and always put their clients’ needs first.
Their team of advisors also have a range of certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which require them to adhere to strict ethical and professional standards.