James Mcclenny
James Mcclenny is a registered investment advisor at Trek Financial, based in Tallahassee, FL, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
1292 Timberlane Rd., Tallahassee, FL, 32312
Get directionsHistory
Regulatory History (2)
Regulatory
February 1998Criminal
April 1978Other Business ActivitiesSells Insurance
James is licensed to sell life insurance, health insurance, and long-term care products, dedicating about half of his time to insurance sales. He also serves as a driver for Legacy Limousine, transporting a Coca-Cola board member, is a financial education lecturer, and a guest lecturer at the Stavros Center for Economic Education.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Horter Investment Management, LLC
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
1717 Capital Management CompanyBroker
Allmerica Investments, 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.