John Mcmillian
John Mcmillian is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lake Charles, LA, with 22 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
3600 Common St Ste 300, Lake Charles, LA, 70607-1733
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business Activities
John is the president of Travis Development, Inc., a shell company, and devotes minimal time to it. He also owns 50% of Travis Holdings, LLC and is a partner in M & A Capital, LLC, spending minimal time managing operations and purchasing income properties.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
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.
Exams
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