James Mcgehee
James Mcgehee is a CFA, CFP-designated registered investment advisor at Mcgehee Wealth Advisory Group, INC., based in Indian Land, SC, with 16 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. Their firm serves 49 clients with $78M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fee Estimator
Location
8461 Possum Hollow Rd, Suite E112, Indian Land, SC, 29707
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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 →Employment History
Current Registrations
Mcgehee Wealth Advisory Group, INC.
Previous Registrations
Alpha Financial Advisors, LLC
State Registrations5 states
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