James Allen Mcbride

CFP

The Mcbride Group

28 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

The Mcbride Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

105 clients

Average Client Portfolio

$640K average

Assets Under Management

$67.2M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	0.85%
$5M+	0.65%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

755 Baywood Drive, Second Floor, Petaluma, CA, 94954

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

The Mcbride Group

August 2009 - Present · 16 yrs 6 mos

Previous Registrations

Community First Credit Union

February 2015 - December 2017 · 2 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

July 1997 - May 2009 · 11 yrs 10 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.