Joseph Mcmahan is a registered investment advisor at Jmcmahan LLC, based in College Station, TX. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 7 clients with $75K 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 $50K | 2.00% |
| $50K - $100K | 2.00% |
| $100K - $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.50% |
| $1M+ | 1.25% |
The maximum fee charged to Utah clients is 2% per Utah regulations. JMcMahan, LLC also offers a performance-based fee service for qualified clients, charging 20% of any increase from the previous year's high water mark, plus a flat monthly fee of $85.
Fee Estimator
Location
College Station, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jmcmahan LLC
State Registrations2 states
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