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Jason Macgregor

Minichmacgregor Wealth Management, LLC
33 Years of Experience
Saratoga Springs, NY
View SEC Summary
View SEC Summary

Jason Macgregor is a registered investment advisor at Minichmacgregor Wealth Management, LLC, based in Saratoga Springs, NY, with 33 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 928 clients with $720M in assets under management.

Minichmacgregor Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
928 clients
Average Client Portfolio
$779K average
Assets Under Management
$722.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual portfolio management fees range from 0.50% to 2.50% depending on the market value of assets under management. Fees are negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

21 Congress Street, Suite 203, Saratoga Springs, NY, 12866

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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.

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Employment History
Current Registrations
Minichmacgregor Wealth Management, LLC
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2009 - November 2022 · 13 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Quick & Reilly, INC.Broker
September 2000 - November 2000 · 2 mos
Fleet Enterprises, INC.Broker
September 1999 - October 2000 · 1 yr 1 mo
Fis Securities, INC.Broker
January 1996 - September 2000 · 4 yrs 8 mos
Mds Securities IncorporatedBroker
August 1995 - December 1995 · 4 mos
Smith Barney INC.Broker
September 1993 - July 1995 · 1 yr 10 mos
State Registrations2 states
NYTX
Advisor

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
No exam information available for this advisor.
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