James Mcclellan is a CFP-designated registered investment advisor at James G. Mcclellan CPA, based in Sugar Land, TX, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $34M 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 $100K | 1.25% |
| $100K+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
12926 Dairy Ashford Rd, Suite 100, Sugar Land, TX, 77478-3294
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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.
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James is a CPA and owner of a professional accounting and tax firm since 1983. He dedicates nearly full-time hours to accounting and tax services, including during securities trading hours.
Employment History
Current Registrations
James G. Mcclellan CPA
State Registrations1 state
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