James Mcclendon
James Mcclendon is a registered investment advisor at The Pacific Financial Group, INC., based in Bellevue, WA, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16,832 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Total program fees cannot exceed 2.0% annually, which includes advisor fees and platform or management fees charged by The Pacific Financial Group depending on the selected solution.
Fee Estimator
Location
777 108th Avenue Ne, Suite 2100, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
August 2002Employment History
Current Registrations
The Pacific Financial Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Benjamin Johnson, CFPMission Wealth Management, LP
- Katie Kelly, ChFCState Farm Investment Management CORP.
- John Griffin, CFPMainsail Financial Group
- Olivia Sell, CFPEvergreen Capital Management LLC
- Paul Misleh, CFAFortis Capital Management LLC
- Amber Moser, CFPWinthrop Wealth