James Mcgeehan
James Mcgeehan is a registered investment advisor at Ensure Capital LLC, based in Alpharetta, GA, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ensure Capital manages investment portfolios for a fee based on a percentage of the value of your portfolio. The exact percentage is negotiable. There is also a separate annual account maintenance fee that ranges from $99 to $139, billed twice yearly.
Location
Alpharetta, GA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2009Other Business ActivitiesSells Insurance
James owns CBM Properties Inc. and seven rental properties, spending minimal time on real estate management. He also offers business brokerage services and annuities/insurance through a third-party FMO to his money management clients, dedicating a few hours per week to each. James also holds a Delaware real estate license, spending minimal time on it.
Employment History
Current Registrations
Ensure Capital LLC
Previous Registrations
Ensure Capital LLC
Morgan Stanley Smith Barney LLC
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.