Daniel Mcmillan
Daniel Mcmillan is a registered investment advisor at Early Mcclintic & Mcmillan, LLC, based in Stafford, TX, with 39 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 640 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
EMCMC may choose to charge a flat fee instead of the incremental fee schedule.
Fee Estimator
Location
4800 Sugar Grove Blvd., Suite 100, Stafford, TX, 77477
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is licensed to sell insurance through unaffiliated insurance companies and receives commission-based compensation. He manages his time to ensure it doesn't interfere with his primary responsibilities.
Employment History
Current Registrations
Early Mcclintic & Mcmillan, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Early, Mcclintic & Mcmillan
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Prudential-Bache Securities INC.Broker
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.