How does the advisor help clients – Key Takeaways:
MACKELLAR, JAMES H. is a highly experienced and knowledgeable financial advisor who specializes in providing comprehensive financial planning and investment management services to individuals and families. With over 20 years of experience in the industry, he has helped numerous clients achieve their financial goals and secure their financial future.
Facts and Insights
As of 2021, MACKELLAR, JAMES H. manages over $100 million in assets under management. He has a team of 5 dedicated advisors who work closely with him to provide personalized and tailored financial solutions to each client. With his extensive experience and expertise, MACKELLAR, JAMES H. has become a trusted and reputable advisor in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $100 million | 5 |
Financial Services Offered
MACKELLAR, JAMES H. offers a wide range of financial services to help clients achieve their financial goals. These services include comprehensive financial planning, retirement planning, investment management, tax planning, estate planning, and insurance planning. With his client-centric approach, MACKELLAR, JAMES H. creates customized financial plans that address the unique needs and goals of each client.
Client Types
MACKELLAR, JAMES H. works with a diverse range of clients, including high-net-worth individuals, professionals, business owners, and retirees. He understands that each client has different financial needs and goals, and he tailors his services accordingly. Whether clients are just starting their financial journey or have a substantial portfolio, MACKELLAR, JAMES H. provides personalized and comprehensive financial solutions to help them achieve their goals.
Fees & Compensation
MACKELLAR, JAMES H. follows a fee-based compensation model, meaning he charges a percentage of the assets under management as his fee. This ensures that the interests of the advisor and the client are aligned, as the advisor’s compensation is directly linked to the performance of the client’s portfolio. Additionally, MACKELLAR, JAMES H. believes in complete transparency and discloses all fees and compensation to his clients before any services are provided.
Background
MACKELLAR, JAMES H. has over 20 years of experience in the financial services industry. He graduated with a degree in finance and worked for various financial institutions before starting his own firm. In addition to his professional experience, MACKELLAR, JAMES H. continuously educates himself and stays updated with the latest industry trends and developments to provide the best possible advice and solutions to his clients.
Financial Advisor Disclosures to Know
As a registered financial advisor, MACKELLAR, JAMES H. abides by all the regulatory requirements and laws set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). He has a clean record with no disciplinary actions or events reported. Furthermore, MACKELLAR, JAMES H. maintains complete transparency with his clients and discloses any potential conflicts of interest upfront.
In conclusion, if you are looking for a knowledgeable and experienced financial expert who puts clients’ interests first, MACKELLAR, JAMES H. is the right advisor for you. With his team of dedicated advisors and comprehensive financial services, he can help you achieve your financial goals and build a secure financial future.