John Mcnally
John Mcnally is a registered investment advisor at Alpha Analytics Investment Group LLC, based in Los Angeles, CA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $230M 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 - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees, including minimum fees, may be negotiated or waived. The basic annual fee schedule for assets reviewed but not under direct management is: 0.25% fee on the first $10,000,000, 0.20% fee thereafter.
Fee Estimator
Location
1901 Avenue of the Stars, Suite 1100, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is the Vice President of Corporate Management Group, Inc., a bookkeeping service, since 1989, dedicating about 10-20% of his time to supervisory and review duties. Since 2017, he has also been the Secretary and Treasurer of PJC and Associates, Inc., an investment holding company, spending minimal time on this role.
Employment History
Current Registrations
Alpha Analytics Investment Group LLC
Previous Registrations
Alpha Analytics Investment Group LLC
State Registrations1 state
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