Thane Mccready
Thane Mccready is a CFP-designated registered investment advisor at Perennial Financial Services, based in Fountain Valley, CA, with 29 years of industry experience. Thane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
10055 Slater Ave, Suite 260, Fountain Valley, CA, 92708
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2013Customer Dispute
March 2002Customer Dispute
November 2001Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Thane is involved in several investment-related activities, including DBAs for LPL business, real estate rental, and providing investment advisory services through Perennial Investment Advisors, LLC. He also operates Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wm Financial Services, INC.Broker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations7 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.