Jeffrey Mcclure is a registered investment advisor at Trajan Wealth, L.L.C., based in Fortville, IN, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,955 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.
Location
Fortville, IN
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jeffrey is a co-owner of Speed N Shine, an auto detailing business, primarily as an investor for his son, dedicating a few hours per week. He also works as an insurance agent, spending about 10-20% of his time offering advice and selling insurance products like annuities, which presents a conflict of interest.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Virtus Investment Advisers, INC.
Vp Distributors LLCBroker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Financial Network Investment CorporationBroker
Financial Network Investment CorporationBroker
Franklin Financial Services CorporationBroker
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.