John Mcclellan
John Mcclellan is a registered investment advisor at U. S. Boston Capital Corporation, based in Lincoln, MA, with 10 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 97 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
U.S. Boston Capital Corporation charges an annual management fee based on a percentage of your portfolio's value, which decreases as the amount you invest increases:
- First $1 million — 0.75% per year
- Next $1 million — 0.60% per year
- Next $3 million — 0.55% per year
- Next $5 million — 0.45% per year
- Next $15 million — 0.40% per year
- Next $25 million — 0.25% per year
- Over $50 million — 0.10% per year
For portfolio monitoring services where they review portfolios managed elsewhere or by the client, they charge 0.05% of assets per year. Fees are billed quarterly in arrears based on the average daily balance of the account.
Location
Lincoln North, Lincoln, MA, 01773
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Regulatory History
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.
Learn about disclosures →Other Business Activities
John is involved in several outside business activities, including being Principal of Pear Tree Partners LP, a board observer for Tamr, a trustee for clients and non-clients, a board member of Nailbiter, and a member of US Boston & Groma Opportunity Zone Fund III Strategic Oversight Committee. He also serves as a board observer for multiple companies including Vanu Inc., Javelin Biotech Inc., Olaris, Inc., TalkingHeads, Inc., and Home Tech Innovation Inc.
Employment History
Current Registrations
U. S. Boston Capital Corporation
U. S. Boston Capital Corporation
U. S. Boston Capital CorporationBroker
Previous Registrations
Pear Tree Partners, LP
State Registrations35 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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