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CFP
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CFP

Jeffrey Mcclenning

The Strategic Financial Alliance
21 Years of Experience
Peachtree Corners, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Mcclenning is a CFP-designated registered investment advisor at The Strategic Financial Alliance, based in Peachtree Corners, GA, with 21 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.

The Strategic Financial Alliance
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
1,463 clients
Average Client Portfolio
$261K average
Assets Under Management
$382.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3930 East Jones Bridge Road, 150, Peachtree Corners, GA, 30092

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeffrey is a partner at GenX Financial Inc DBA Capital Insight Group, where he spends nearly all of his time on client retention, acquisition, sales, marketing, and operations. He also works as an independent contractor for Southern Elite Officials Association, umpiring youth baseball games.

Employment History
Current Registrations
The Strategic Financial Alliance
September 2005 - Present · 21 yrs 1 mo
The Strategic Financial Alliance, INC.Broker
August 2005 - Present · 21 yrs 2 mos
State Registrations24 states
AKALAZCACODEFLGAILKYLAMIMOMSNCNJNYOHPASCTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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