James Minich
James Minich is a registered investment advisor at Minichmacgregor Wealth Management, LLC, based in St Augustine, FL, with 38 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 863 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MinichMacGregor Wealth Management's annual fee for managing your investments ranges from 0.50% to 2.50% of the value of your portfolio. The specific percentage depends on the amount of assets they manage for you. The fee is billed quarterly, in advance, based on the value of your account at the end of the previous quarter. In some cases, they may negotiate a lower fee.
Location
St Augustine, FL
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Regulatory History (1)
Customer Dispute
November 2023Employment History
Current Registrations
Minichmacgregor Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations2 states
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.