Lena Mcquillen is a CFP-designated registered investment advisor at Bailard, INC., based in Buckholts, TX, with 18 years of industry experience. Lena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,137 clients with $7.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee of $20,000. Fees are negotiable based on relationship size, scope of services, and legacy arrangements.
Fee Estimator
Location
Buckholts, TX
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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.
Learn about disclosures →Other Business Activities
Lena is a member of Smashing Grapes, LLC, a winery, since April 2019. She spends minimal time on bookkeeping for the business after trading hours.
Employment History
Current Registrations
Bailard, INC.
Previous Registrations
Nelson Capital Management
Charles Schwab & CO., INC.
State Registrations1 state
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