Jonathan Mcclellan
Jonathan Mcclellan is a registered investment advisor at Hilltop Securities INC., based in Dallas, TX, with 11 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,407 clients with $2.5B 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 | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $4.0M | 2.00% |
| $4M+ | 1.85% |
Rates reflect maximum wrap fee schedules across primary advisory programs (such as Compass UMA and Gateway FSP). Fees are negotiable and vary by program.
Fee Estimator
Location
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
Criminal
January 2014Employment History
Current Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations13 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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