James Mcneil is a registered investment advisor at Delta Financial, INC., based in Escanaba, MI. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable above $3,000,000.
Fee Estimator
Location
1615 Ludington Street, Suite B, Escanaba, MI, 49829
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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 →Employment History
Current Registrations
Delta Financial, INC.
State Registrations2 states
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