RM
CFA
RM
CFA

Raymond Maclean

6 Years of Experience
Webster, TX

Raymond Maclean is a CFA-designated registered investment advisor at Qhh Capital Management, LLC, based in Webster, TX, with 6 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$6.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable, and some investment accounts may not be charged an advisory fee depending on the level of service.

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

Webster, TX

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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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Employment History
Current Registrations
Qhh Capital Management, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
United Capital Financial Advisers
August 2017 - September 2018 · 1 yr 1 mo
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.