How does the advisor help clients – Key Takeaways:
MICHAEL J.D. MCCALL, LLC operates as a financial expert who provides personalized and long-term financial planning strategies for clients. They help clients to achieve their financial goals and secure their financial future by creating customized plans based on their individual needs and circumstances.
The advisor understands that each client has unique financial situations and goals, and they work closely with them to provide the best solutions. With extensive knowledge and experience in the financial industry, they are able to offer valuable insights and advice to help clients make informed decisions.
Facts and Insights
MICHAEL J.D. MCCALL, LLC is a reputable financial advisory firm that has been operating for over 20 years. They have established a strong reputation for providing top-quality financial services to clients. The firm consists of a team of highly qualified and experienced advisors who are dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
MICHAEL J.D. MCCALL, LLC offers a wide range of financial services to help clients meet their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
The firm caters to a diverse group of clients, including high-net-worth individuals, families, business owners, and retirees. They understand the unique financial needs of each client and tailor their services accordingly to ensure their financial success.
Fees & Compensation
MICHAEL J.D. MCCALL, LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from third parties. This ensures that the advice and recommendations given to clients are unbiased and in their best interest. Fees are based on a percentage of assets under management, offering a transparent and fair fee structure.
Background
Michael J.D. McCall, the founder and principal advisor at MICHAEL J.D. MCCALL, LLC, has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), demonstrating his expertise and commitment to providing top-quality financial services to clients.
Financial Advisor Disclosures to Know
With integrity and transparency being core values at MICHAEL J.D. MCCALL, LLC, it is important to note that they have a clean record with no disclosures or disciplinary actions. This further reinforces their commitment to providing trustworthy and reliable financial advice to clients.