Donald Mcclellan
Donald Mcclellan is a registered investment advisor at Covenant Investment Solutions L.L.C., based in Highlands, NC, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $8.4M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
348 South Fifth Street, Suite 218, Highlands, NC, 28741
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
Donald is a POA for Elizabeth McClellan, his mother, since 2015, dedicating minimal time. He is also a board member of the Highlands Historical Society and a member of the Rotary Club of Highlands, and an independent insurance agent since 2017.
Employment History
Current Registrations
Covenant Investment Solutions L.L.C.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations2 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.