IM
CFP
IM
CFP

Ian Mcclintic

13 Years of Experience
Stafford, TX
Sells Insurance

Ian Mcclintic is a CFP-designated registered investment advisor at Early Mcclintic & Mcmillan, LLC, based in Stafford, TX, with 13 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 640 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
640 clients
Average Client Portfolio
$891K average
Assets Under Management
$569.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.75%
$3M+0.50%

EMCMC may choose to charge a flat fee instead of the incremental fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4800 Sugar Grove Blvd., Suite 100, Stafford, TX, 77477

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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

Ian is licensed to sell insurance through unaffiliated insurance companies and receives commission-based compensation. He manages his time so that his insurance business does not interfere with his responsibilities at the firm.

Employment History
Current Registrations
Early Mcclintic & Mcmillan, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2012 - October 2017 · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2012 - October 2017 · 5 yrs 6 mos
State Registrations1 state
TX
Advisor

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.
Ian Mcclintic - Financial Advisor | TrueAdvisor