AM
CFP · ChFC
AM
CFP · ChFC
Andrew Mcclain
19 Years of Experience
Sandy Springs, GA
1 DisclosureBroker
Andrew Mcclain is a CFP, ChFC-designated registered investment advisor at Charles Schwab & CO., INC., based in Sandy Springs, GA, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1105 Hammond Drive, Sandy Springs, GA, 30328
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2014Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2020 - Present · 6 yrs 1 mo
Charles Schwab & CO., INC.Broker
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Planning Services
October 2012 - January 2018 · 5 yrs 3 mos
USAA Financial Planning Services
June 2010 - October 2012 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
May 2010 - May 2020 · 10 yrs
Ameriprise Financial Services, INC.
July 2008 - April 2010 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
July 2008 - April 2010 · 1 yr 9 mos
Edward Jones
May 2007 - May 2008 · 1 yr
Edward JonesBroker
August 2006 - May 2008 · 1 yr 9 mos
State Registrations34 states
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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.