JM
JM

John Mcnamara

8 Years of Experience
Simsponville, SC

John Mcnamara is a registered investment advisor at Highball Advisors, based in Simsponville, SC, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 62 clients with $72M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$72.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Simsponville, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Highball Advisors
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Edward Jones
June 2017 - May 2018 · 11 mos
Edward JonesBroker
March 2017 - May 2018 · 1 yr 2 mos
State Registrations7 states
FLNENJNYSCTXVA
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.